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  1. Customer Statement - Automated statements for contacts

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    114 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

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    James Lightbody commented  · 

    Have needed this for so long. Team has to manually download them and send every month. If we forget we don't get paid. Extremely annoying! Would really appreciate if Xero could build in automation on this - even as simple as a check box on the automated invoicing that says 'automatically send statement with invoice'. That's all we need.

    James Lightbody supported this idea  ·