Settings and activity
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9 votes
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617 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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Lucilia Powell
commented
Yes, seriously thinking of moving to Quickbooks as well.
The aged statements is another very useful feature that to have I have to use a paid app. It's a disgrace.Lucilia Powell
supported this idea
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412 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Lucilia Powell
commented
The Xero standard statement is NOT adequate. It says “invoices due” when some of them are not!
We tried the Statey app, which is good, but it had a bug and sent wrong statements to my customers, so I lost confidence.
Honestly, this and other things that Xero is refusing to implement hate making me lose confidence in the platform…
An error occurred while saving the comment Lucilia Powell
commented
It's very frustrating indeed.
We tried the statey app that was suggested here. It was working quite well until they made a monumental error and sent a statement saying my customer supposedly owed 43k when it was only 2.5k. Apparently this was due to a very old credit note not showing in the account, but clearly this should never have happened.
They also don't sync well with Xero so I can't rely on it anymore.
Come on Xero, listen to your customers!!An error occurred while saving the comment Lucilia Powell
commented
Yes, absolutely essential. It's not right that some invoices that aren't overdue show as due.
Lucilia Powell
supported this idea
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I have been saying this for a long time. The other issue we have is when the customer already paid (say by card) and the invoice is only for their records on their VAT return. Why does it need to show due date? I've sent many tickets to Xero about this. I successfully managed to remove it on the classic invoicing email template, but now have the same problem with the new invoicing. Xero never listens!!