Can Xero Send Statements Automatically?

Can Xero Send Statements Automatically?

To know that Xero has automatically sent monthly statements will mean we know that our customers who have outstanding balances have been informed. It will also mean that repeat customers will get regular overviews of their account instead of just a barrage of invoices.

Can Xero send out statements automatically?

Statements can appear like your accounting system has automatically sent the statement so allows you to preserve your good relationship with your customer.

Does Xero send statements?

You can also access statements from the Options menu within a customer's contact record. and select Send statements. (Optional) Change the statement type or date and click Update. Select the customers you want to email statements to.

Sarah Jenkins
Author

Sarah Jenkins

Sarah Jenkins is a veteran tech journalist with over 12 years of experience covering artificial intelligence, mobile innovations, and digital ethics. Her insights have appeared in leading technology publications worldwide.