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Totally agree, this would make such a huge improvement meaning not having to manually select contacts

This will be a huge improvement. I work with close to 9600 clients and they get billed at different time, meaning statements is sent only when they've been billed.
So now I have to manually select clients and send statements. And they are not always close in sequence to be able to select multiple.
The functionality is already there that contacts is grouped, just add the grouping option on the statements screen.

With this facility we could customize an email template to go out to the various groups; gentle reminder, harsh reminder, etc.

Please get this done.

This needs implementing, its ridiculous that it isn't a basic feature.

We have thousands of customers and this feature would totally change how we manage our statements being sent out. Please make this a priority. It is unfortunate that you have not already done this.

Still needing this in Oct 2024 because invoices don't have the ability to display a Customer Account Balance.

It would be very helpful to be able to produce a statement for a contacts that are in in a group not just for a single contact name.

A little disappointed by the response. Surely this is a fundamental in an accounts package. We have thousands of customers & having taken the time to Group them & not be able to send statements to those in a particular Group without having to tick each one is extremely inefficient & a waste of my time.

This is very important when dealing with parent and child businses organisations. Particularly when Parent pays the invoices for the child (sub) accouts. Efficency and streamlining the process. also ensuring accuracy on payment allocations.

It would be helpful to be able to produce a statement for a contacts that are in in a group not just for a single contact name. Several of our clients have an umbrella organisation that have SPDs for individual projects. It would be helpful to be able to create a statement for all their subsidiary companies rather than have to do them all individually and then amalgamate into an excel doc.

Commented on this previously, can't believe it's even an issue!!!

I cant believe Xero is in the dark ages with this! This is vital!

Setting this up to allow for different behaviours for each contact group would be very useful:
- Invoice Child account for child account activity / Child account pays / summary reports at parent account level
- invoice child account for child account activity / parent account pays (parent account may pay for multiple invoices for multiple different child accounts in one lump sum)
- invoice parent account for child account activity / parent account pays

There are possibly other permutations that other Xero customers may want/need.

I hope this is something Xero can implement asap, extremely important for our business.

This function is critical to being able to scale a sales business.
All groups or wholesale customers will need this to be available to any supplier.
As a supplier any current work around would mean manual entries which is bad practise and lead to errors.
Competitors to Xero can accomodate this feature.

This would be very important for our business.

We have trade customers who pay on terms and want statements and DTC customers who pay via EFTPOS/credit cards.
However, with delays in the gateway providing the reconciliation reports - we can have 5days of DTC sales sitting in AR which we don't want to send statements to. Manual unticking them is time consuming and error prone!

This is critical to our operations. Don't see much point in forming groups if we are unable to utilize them to send statements to specific groups. This really needs to be sorted out, it is such an unnecessary waste of time. We would really appreciate Xero's input here and for this to be treated as urgent. Many thanks.

We deal with many businesses where goods are dispatched and then their head office are making payments

It would make it a lot easier for us and our clients if this feature was added to Invoicing

Would have thought this feature would have been an easy one implement.
It's a real company time waster, we have four departments, invoicing to different customers, and we are having to click manually to send out statements, so we don't send the wrong ones out. We have customers set up in groups, so why can't we send statements out in groups with one click. It's a pity to see previous comments asking for this 10 years ago, think how many hours have gone into wasted admin labor!