Email a customer statement
Email a statement of account to a customer who owes you money.
- In the Contacts menu, select Customers. You can also access statements from the Options menu within a customer’s contact record.
- Click Send statements.
- (Optional) Change the statement type or date and click Update.
- Select the customers you want to email statements to.
- Click Email.
- Enter or change information in the Send Statement window.
- Click Send.
Options in the Send Statement window
You can edit the email address of a contact you’re sending a statement to. If you enter an email address where one didn't exist, this will save to the primary person in the contact.
Changing existing email addresses won't update the contact in Xero. You need to update the contact to change an existing email address.
|From, Reply to||This is the name that will appear on the message you send, and the email address that any replies will be sent to. You can update the email address on emails you send to contacts in Settings.|
|Email template||Select an email template from the list. You can add email templates for emails you send from Xero.|
|Show/hide placeholder info|
Click Show placeholder info to show the placeholders you can add to your subject or message for this email type.
Click Hide placeholder info to hide the placeholder information.
|Subject||Xero populates the Subject field with the text and placeholders set up in the selected email template. You can edit these directly in the field, or customise the subject in an email template to reuse later.|
|Branding||If you've set up more than one branding theme, select the theme you want to apply to this statement.|
|Message||Xero populates the Message field with the text and placeholders set up in the selected email template. You can edit these directly in the field, or customise the message in an email template to reuse later.|
|Send me a copy||Check the box if you also want to send yourself a copy of the email.|