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Regan

← Customer Feedback for Xero API

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  1. Be able to retrieve & e-mail statements to receivable accounts via the API

    117 votes
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    not planned  ·  11 comments  ·  Accounting API » Accounts  ·  Admin →
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    Regan supported this idea  · 
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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.

  2. provide API access to contact Statements!

    95 votes
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    11 comments  ·  Accounting API » Contacts  ·  Admin →
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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.

    Regan supported this idea  · 

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