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
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?
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.
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
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
Reuben Helms commented
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.
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.
'just like for invoices', this is a critical feature.
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.
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?