How to send statements to customers from within Xero is a simple but critical skill needed to aid credit control. Xero is able to do a lot of tasks simply and elegantly and fortunately this also includes emailing statements.
Sending statements to slow paying customers and clients is a good way to remind them that they owe you some money for products you have sold to them or services you have provided.
But how can you email statements easily from within Xero? Well check out our video that explains the simple process
Now you know the “how to” select a policy on when and who you send them to. To find out more read our blog about statements: Send Statements Out!