Xero is a popular accounting software that helps small businesses with invoicing, payments, expense tracking and more. One of its key features is customer statements - summaries of account activity sent to customers on a regular basis.
Manually creating and emailing statements every month can be time consuming. This is where Paidnice comes in!
Paidnice integrates with Xero to fully automate sending customer statements. Once set up, Paidnice will automatically generate and email statements based on your schedule and rules. This saves Xero users tons of time and hassle.
In this stet-by-step guide, I'll explain how to setup Xero + Paidnice to automatically send customer statements:
The first step is to sync your Xero account with Paidnice. This allows Paidnice to access your Xero data and automatically generate statements.
To connect them:
Now that Paidnice is connected to Xero, you can start setting up your automated statement policies.
When creating the auto-statement policy, you can customize:
Once you finish setting up the policy, save it and go live by turning off "Safe Mode" in Paidnice.
Now statements will start being automatically generated and emailed based on your policy schedule and rules!
The beauty of automating statements through Paidnice is that it's one less tedious admin task you have to worry about. Statements will now be regularly sent to customers without you having to create, download and manually email them yourself every billing period.
You can relax knowing statements are being handled automatically in a consistent, professional manner. This frees up your time to focus on more important and strategic parts of operating your Xero business.
Additionally, Paidnice has other great features to make your invoicing and collections smoother. You can setup automatic late fees for overdue invoices, create payment reminder sequences, offer prompt payment discounts and more.
Automating statements is just the start - with Paidnice you can automate your entire invoicing and payment collection process within Xero. This saves you tons of time while keeping cashflow smooth and predictable.