Be able to retrieve & e-mail statements to receivable accounts via the API
E-mailing updates to receivable accounts about their payments via the API would be very useful. Via the web interface, this is possible by sending a statement. API request is to be able to retrieve a statement report and email it via the API

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Zeeshan Javaid commented
This is a great suggestion! Automating statement retrieval and email delivery via the API would improve efficiency and streamline account management. It would be helpful to have options for scheduling, custom templates, and tracking email delivery. Also, ensuring compliance with security standards https://mylongjohnsilversexperience.xyz would be key. Have you explored existing API endpoints for report generation that could be extended for email functionality?
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Furqan Javaid commented
Enhancing API capabilities for automated statement retrieval and email delivery is a smart move. It saves time and ensures receivables stay updated effortlessly. For those exploring more tools and resources, check out https://threadsbioidea.com for creative solutions and insights.
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Tare Grepet commented
This feature would be a great addition for automating payment updates and reducing manual effort. Integrating an API to retrieve and email statements can streamline financial workflows significantly. Additionally, ensuring secure data transmission and tracking sent statements could enhance usability. For those looking for more efficient record management solutions, https://va-arrestss.org provides a streamlined approach to accessing public records. Implementing similar automation in financial APIs could boost efficiency.
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Alex Jordan commented
This is a fantastic idea! Having the ability to automate retrieving and emailing statements via the API would significantly enhance efficiency for accounts receivable teams. It’s always great to streamline processes through technology. For those interested in exploring public records for added insights, the https://az-arrests.org/ is a useful resource for accessing detailed records effortlessly. Looking forward to seeing this API feature in action
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jeffrey epstein commented
Automating the retrieval and emailing of statements via the API would streamline payment updates for receivable accounts, saving time and improving efficiency. This functionality mirrors the web interface’s capability but offers greater flexibility for integrations. For additional resources, consider using https://tx-arrests.org for comprehensive data access.
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niel aras commented
It would be a great enhancement to have the ability to email statement reports via the API for receivable accounts. Automating this process could save significant time and improve communication efficiency. Additionally, integrating such features could help streamline operations. If you're looking for solutions to optimize payment and communication processes, consider checking out https://arrestss-va.org
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Hakan Gokhan Mamaci (Hakan) commented
Getting a contact accouting statement is a very straightforward API call for XERO. Please implement it
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Oleksii Orekhov | PrimeXM Developers commented
As many other users we use API to generate invoices and want to send PDF invoice and PDF statement via e-mail. This is the only feature we need in this API to be fully automated. It is not planned, but this functionality is available in Xero UI. Why?
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Regan commented
We use API to generate invoices, and generate PDFs to send through our own email provider.
The missing piece is being able to generate PDFs of contact statements after payments fall due and we need to remind customers payments are outstanding.
No we don't want to use Xero's built in statement-sending ability.
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Merul commented
This would be extremely useful, since the current roles/permissions don't allow users who can only create draft invoices/bills to see the statement information
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Des Hill commented
surely the ability to send selected customers statements automatically on a set schedule (end of month say) is standard practice for business. WHY is it neither available in Xero or via the API
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Reuben Helms commented
I'd loosely relate this to https://xero.uservoice.com/forums/5528-xero-accounting-api/suggestions/6923701-provide-api-access-to-contact-statements
Being able to get all the data for an activity statement or outstanding statement via an end point, and then be able to at least generate the same PDF via an end point, instead of having to cobble similar functionality from existing APIs.
Havng to construct this from existing APIs is probably a lot more computationally expensive than having an end point that can accurately calculate opening, closing and running balances.
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Yvan commented
Was looking at doing myself a little Xero dev project for my business and was surprised to find this seemingly trivial thing missing from the API. We can download PDF invoices, why on Earth not statements (esp in PDF).
The key use-case for this is wanting programmatic access to statements that are formatted identical to those we download from the Xero website.
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Anonymous commented
'just like for invoices', this is a critical feature.
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Chris Duell commented
I'd at least like to be able to download a statement PDF via the API, just like we can currently do with invoices.
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Ben Haffenden commented
Do you mean sending a file as well as a pdf invoice so when 2 businesses are using Xero there does not need to be manual data entry it seems crazy, I get my friends and accountant on to Xero and still my accounts department has to do data entry for invoices from other companies using Xero.
Am I doing something wrong? Did I miss something?