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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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    David Harvey-Evers commented  · 

    It would seem most sensible to simply add this as an option to the Invoice reminder system - ie. automatically send a statement (by way of a polite reminder) on day 1 of an invoice being overdue.

    The mechanism is already in place...why not extend it to sending statements rather than invoices ?