Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.
What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Kelly one of the managers did post an update on this in January 2026, asking for people to take part in development - but not sure how many people would have volunteered to be part of the project.
Her message is below -
'Kelly Munro (Community Manager, Xero) responded
· Jan 5, 2026
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.'
Christine McFie
supported this idea
·
Kelly one of the managers did post an update on this in January 2026, asking for people to take part in development - but not sure how many people would have volunteered to be part of the project.
Her message is below -
'Kelly Munro (Community Manager, Xero) responded
· Jan 5, 2026
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.'