Enter your idea

Posting the again. How to do it! Because Xero can't be bothered:
OK guys so Xero removed the 2 clicks instant statement for groups for some reason completely beyond my comprehension but you can actually still create a group statement. Here is how:

Click Accounting Tab
Click Reports
Click Receivable Invoice Summary
Select month or months for statement.
Click on Filter
Click Contact Group
Enter the group name (Xero won't remember it so spell correctly)
Click Apply
Click Update

And there is all is.
Edit what columns you need and update.
Download to excel.
There is often no total showing on the spreadsheet but it shows on the pdf, so you need to enter that into excel.
You can make your own edits from there.

You could have posted this yourself Xero wtf!
I mean 2 clicks in exchange for all this work!

This can't come soon enough for our business. We have multiple clients under the one umbrella requesting one statement for all.

This would be a great option - we have several clients who would benefit from this

Please add this feature.

Require functionality to send statements to a contact group and not have to select individually.

This is such a critical thing for any business it is mindblowing that there is no parent/child hierarchy for customers / suppliers

This is also very important to our organisation.

What's the point of being able to create Contact Groups for Invoicing but not able to use the same Conact Group to send monthly Statements?????

This is very important to our organisation. Surprised it has been overlooked this long. Does anybody know when this will be available?

Xero: Sending Client statements to specific groups in bulk - to be able to change the filters when trying to email the statements in bulk.

We need to have a combined statement of accounts for customers. We are a medical practice and sending individual statement of child 1, child 2 and parent 1 and 2 separately does not make sense. All of them should be shown in a single statement of account with a field to show their individual names.

Please expedite the development of this feature in xero.

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.