Quick summary
Sending customer statements in Xero lets you share a summary of outstanding invoices and payments directly with a contact via email. You can access this feature from the Contacts menu in just a few clicks, without leaving the Xero dashboard.
Steps
- On Xero's main dashboard, head to the top menu bar and click 'Contacts'.
- Choose 'Customers' from the dropdown list of options.
- Find and select the contact to whom you want to send the statement.
- Tap the 'More Options' button in the top-right corner of the contact page.
- Choose 'Send Statements' from the menu that appears.
- Specify the statement type and the date, then click 'Update'.
- Click 'Email' to proceed to the email composition screen.
- Fill in the required email details one by one.
- Click 'Send' to dispatch the statement.
- Confirm the customer statement has been successfully sent to the selected contact.
