How to Send Customer Statements in Xero

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It is very easy to send customer statements in Xero. Here’s a quick tutorial on how to do it:

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1. On Xero's main dashboard, head over to the top menu bar and click 'Contacts'.
2. Choose 'Customers' from the list of options.
3. After that, find and select the contact to whom you wish to send the statements.
4. Tap the 'More Options' button in the top-right corner.
5. Subsequently, choose 'Send Statements'.
6. Specify the statement type and the date, then tap 'Update'.
7. Once done, click 'Email' to proceed.
8. One by one, provide the required information.
9. Following that, click 'Send'.
10. After completing these steps, the customer statements will be sent to the selected contact.