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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 this week

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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