Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.
What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
[ ] automatically send statements [Y/N]
[ ] only if there is an outstanding balance (otherwise always)
<dropdown> how often? (options: weekly, monthly)
The remaining question is which People in the contact record to send the statement to. The default could be All but I expect that there are some customers of Xero who would benefit from being able to select which kind of automatic emails each Person in the Contact receives (auto-invoice-reminders; auto-statements and possibly other auto-communications in the future), so that structure might be worth building now.
Kind regards, Giles
I am a Duck Farmer. Even I can see this is necessary.
Giles Campbell
supported this idea
·
Kelly, a section on the contact card with:
[ ] automatically send statements [Y/N]
[ ] only if there is an outstanding balance (otherwise always)
<dropdown> how often? (options: weekly, monthly)
The remaining question is which People in the contact record to send the statement to. The default could be All but I expect that there are some customers of Xero who would benefit from being able to select which kind of automatic emails each Person in the Contact receives (auto-invoice-reminders; auto-statements and possibly other auto-communications in the future), so that structure might be worth building now.
Kind regards, Giles
I am a Duck Farmer. Even I can see this is necessary.