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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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    Douglas Greyling commented  · 

    Hey everyone,

    Check out Statey on the Xero app store. It does exactly this:
    "set and forget" smart-lists for customer statements.

    Also offers better statements, with things like sections for outstanding, age analysis, and activity.

    A nice, neat solution. Sure, its an extra, but a handy one while we wait for Xero.