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  1. Customer Statement - Send an overdue invoice statement

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    52 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.

    We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.

    We'll be sure to share further updates on this with you all, here.

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    Jess Annas commented  · 

    sending statements with all 'due invoices' is tacky, it should only be overdue. and on the same vein why are statements also sent to customers who are in credit only, the process of ticking/unticking boxes of who to send statements to when you have thousands of clients as we do is finicky. Xero needs a function where you can send statements to all outstanding customers directly in one group.

    Jess Annas supported this idea  ·