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

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

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    We want to keep you updated as work progresses on this, and I'll be back to share…

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    Cecil Jordaan commented  · 

    Why is this on the backburner? Is it to protect apps like Stately?

    I agree that automatic statements are basic functions for an accounting software - that neither the practice and or its clients should pay for.

    Zoho allows one to attach a statement to an invoice when one sends out an invoice - surely Xero should follow suit in this regard.

    Cecil Jordaan supported this idea  ·