How to Automate and Send Activity Statements in Xero скачать в хорошем качестве

How to Automate and Send Activity Statements in Xero

In this tutorial, we'll show you how to automatically generate and send comprehensive activity statements to your customers directly from Xero (with Paidnice). Say goodbye to manual statement creation and hello to better customer communication and faster payments! Activity statements provide your customers with a complete view of their account history, including all invoices, payments, credits, and current balance. Unlike traditional outstanding statements that only show unpaid invoices, activity statements give your customers the full picture, reducing payment disputes and improving your cash flow. 💼 RESOURCES: → Free Paidnice trial: https://www.paidnice.com/sign-up → Statement templates: https://www.paidnice.com/resources → Case studies: https://www.paidnice.com/success-stories 0:00 Introduction - New activity statement feature 0:09 Activity statements vs outstanding statements 0:30 Enabling activity statements in policies 0:45 Understanding activity statement format 1:21 Running balance functionality 1:35 Email delivery and portal access 1:57 Configuring statement periods 2:20 Advanced settings for credits and prepayments 2:56 Summary Paidnice integrates seamlessly with Xero to automate your accounts receivable process. No more manual follow-ups or forgotten statements - set it up once and let the system work for you! Have questions about automating your accounts receivable? Drop them in the comments below or visit our website for a free consultation: https://www.paidnice.com/book-a-demo Learn more about how you can get paid quicker at https://www.paidnice.com/