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  1. Customer Statement - Automated statements for contacts

    543 votes

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

    Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

    Very early in the teams discovery at this point, but we'll share further updates with you here.

    Sean Cogill supported this idea  · 
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    Sean Cogill commented  · 

    Our car now has AI!

    (yes, we know its missing a tyre or two, but AI right?)

    As a developer, I simply cannot believe how you haven't done this. It would take so little effort. You have the email templating mechanism already on invoices, you have automated sending mechanism already on invoices. Cut, paste, update and ship it.