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

    1,087 votes

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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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    Cristian Aguirre commented  · 

    It would be useful if an automatic statement of account is sent when full payment of invoice has been received or at end of month.

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    Cristian Aguirre commented  · 

    Can this be automated with a third party App in the meantime? For example, when final payment is received Zapier or Make triggers the send statement or download from Xero and send via email?

    Cristian Aguirre supported this idea  ·