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

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    322 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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    Vicki Dicker commented  · 

    AUTOMATED STATEMENT SCHEDULING
    It would be really helpful to have an option to set a customers statements to send automatically, at EOM, or weekly, whatever suits the customers needs.
    It would need to be something you set for each customer, as it would not suit all customers.

    Vicki Dicker supported this idea  ·