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

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   338 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  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 as soon as there's more news.

   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… more

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   Giles Campbell commented  ·  25 February, 2026  ·  Edit…  ·  delete…

   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.

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   Giles Campbell supported this idea  ·  23 January, 2025