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  1. Customer statements - Ability to auto email Statements to customers

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

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

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    Streamline Auto Parts commented  · 

    Hi ADMIN,

    It would seem to be a great idea an easy to put into place However we are still talking about it .. the amount of time this process takes due to it not being able to be automated at this point is a joke.
    When I reviewed the email sent to me letting me know all the improvements XERO team have made not one was anything to rave about.. focus on the user friendly complaints that would save money an time in manually processing so we all can stop talking about it an how much effects us an start to rave how good it is that it’s finally happened.
    Also care in mind the majority of users that don’t complain about it as part of the figure of users it’s effecting. Also picture you if you were in our position and how much time it would take you to manually send statements monthly to 200-300-400-500 customers.
    Hope to hear that you’ve done something with this as enough is enough it’s getting beyond a joke!

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    Streamline Auto Parts commented  · 

    This is a critical tool that at the moment is a labour intensive monthly task that shouldnt be if it had the same functionality as the set invoice reminders on or off.
    This will need to be when you set a new customer up as each individual customer has different requirements including customers that done want to be bothered with reminders.

    this is really an easy fix and will change Xero users lives giving them more time to concentrate on their businesses !!
    Keep me posted please !
    Regards
    Paul Cooke
    Streamline Auto Parts

    Streamline Auto Parts supported this idea  ·