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🎥 How to Setup and Send Automatic Statements in Xero or QuickBooks

Learn how to schedule customer statements monthly or weekly.

Denym avatar
Written by Denym
Updated over a month ago

Learn how to automatically send customer statements in Xero or QuickBooks with this step-by-step guide.

In this video, you'll learn:

  • How to set up automatic statement emails in Xero (or QuickBooks).

  • The best practices for scheduling statements (monthly, weekly, or custom).

  • How automation can save you time and improve collections.
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