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

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    300 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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    Giles Campbell commented  · 

    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.

    Giles Campbell supported this idea  ·