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

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    292 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly M (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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    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  ·