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It is very easy to send customer statements in Xero. Here’s a quick tutorial on how to do it:
- On Xero's main dashboard, head over to the top menu bar and click 'Contacts'.
- Choose 'Customers' from the list of options.
- After that, find and select the contact to whom you wish to send the statements.
- Tap the 'More Options' button in the top-right corner.
- Subsequently, choose 'Send Statements'.
- Specify the statement type and the date, then tap 'Update'.
- Once done, click 'Email' to proceed.
- One by one, provide the required information.
- Following that, click 'Send'.
- After completing these steps, the customer statements will be sent to the selected contact.
