Send statements
One of the challenges of a small business owner is to be the marketing and sales person, building relationships to sell jobs, and being the debt collector.
If someone hasn’t paid you then you can send them a statement. This appears less personal. Statements can appear like your accounting system has automatically sent the statement so allows you to preserve your good relationship with your customer.
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11 comments
Abbey
Hey Abbey, unfortunately there’s no bulk emailing for statements yet, just have to email from each statement. It’s something we want to do though – so thanks for the feedback.
Regards, Catherine
+1 for bulk statements emailing. (I found this page searching for this!)
James
Automatic statement sending for delinquent account, or at least automatic “you haven’t paid this invoice” reminders.
I know that’s more or less what the Xero Network place “Getting Paid” does, but…
a) It’s another 30 bucks a month
b) It’s separate from Xero, it would be MUCH better as part of Xero
Ed
What is the ETA on , it’s killing us – as I sit sending statements manually AGAIN to ~70 stores…how I love this monthly chore….
Ahh following on from James’ note I found http://www.getting-paid-system.com and have signed up with that – hooks into Xero and sends automatic chasing emails, early days but seems like the functionality we needed…just an FYI if you do use it – make sure you’ve updated all the email templates and details BEFORE you import from Xero – as the emails will go out with the vanilla settings (ie no bank details – generic email templates)
Rog
I have tried ‘getting-paid’, and whilst the idea is sound, this could so much more easily and completely be integrated into Xero, can we get some feedback as to if and when Xero may add this?
thx
Hi guys is there a view on an ETA for this? This is a big one for me. I believe fresh books does it. I’ll check out that add-on but I wouldn’t have thought I would have to pay $30 for this, I reckon it should be core as well.
BTW great product, i actually enjoy bookkeeping now, honestly I do it every day, I used to absolutely hate it and outsourced all of it (cost me a fortune) well done.
Michael
Multiple reminders with different email contents (Pay, Pay or else, Pay – we know where you live!) should be as a standard form very begging. It’s a shame that you have to pay 30$ extra just to get it from third party system. Please make this as priority as it’s simply will help us get pay! One email is simply not working.
is there an easy way to bulk email statements?