Enter your idea

As well as being able to send out in groups will there be a feature where you could group the invoices by tracking category and have subtotals within the statement. I thought this would already be a feature to be honest.

This would be ideal as we have different bank accounts set up for different tracking activities and would reduce significant admin work.

I assume it would not be hard to add the tracking activity in the statement template options.

This would be super helpful and such a time saver!
Have seen this request many times with plenty of support, hope its coming soon :)

Totally agree with everyone else here - it seems redundant to group contacts into their respective groups and then to not be able to send a statement to these groups. Sorting this feature urgently would be a significant help!

Why is the filter broken?
In Invoices & Bills search finds contact groups. Why does the search in statements not?

Xero... This idea was shared 9 years ago by your Xero Community Team... Could you please respond to this thread to give everyone an update if this is something you're working on/progressing/talked about? This seems like such a simple thing to do. We love using Xero but just a few tweaks with functionality (like this example) would make life so much easier :).

Posting a request again for this feature as it is important that Xero listen to their users and add this as an option.

Sending statements to "group" would be great for small businesses. We have a client with both GBP and EUR customers and we want to send statements using a different statement template containing different bank details.

Adding a button or even a column to the screen "Send Statements" would be ideal and seems like an easy feature to add.

Would be great to be able to send statement to a contact group. Have a client that has numerous invoices but only sends statements to a handful of clients. To be able to filter by group would be fantastic.

Would be great to have this feature, For us for example we have different customers to send orders to but the statement needs to go to head office (foodstuffs) at this point we have to export the statement to an Excel and then add the previous balance, add payments and discounts received
would be great to pull a statement for a certain group

a huge time saver

The whole statements area is surely due for an upgrade? Being able to send by contact group would be amazing - when you go into the contacts area, it almost feels like it's about to let you do it... then it doesn't.

I agree with all, we send monthly statements to our customers (as most of the world does) and our customers pay by different means (credit card, direct debit, BPay , EFT....) thus receive an invoice matching their payment method.

Surely it is logical to send a custom matching statement based on their payment method. It should really be a default setting , however Xero provides a Group/Smartlist function, but you cannot use this to send statements based of the Group or Smartlist.

you are forced to send the one statement template to all customers.

I think groups should be made more powerful too so you can set custom invoice reminders for example.

This feature would allow us to give clients a concise and detailed overview of their total owing amount across multiple entities.
Often clients with multiple entities lose track of individual statements and therefore miss payments, resulting in our business receivables rising while we chase invoices for payments.

this would save alot of time rather than manually generating Aged Receivable Detail reports for Customer Contact Groups

Exactly. I don't know how many times this needs to be highlighted before Xero acts on creating this feature. Should have been available as a standard feature. You can create and send Invoices by Contact Group so why not create Statements by Contact Group?

This would really be useful functionality and save a lot of time.

Hi Mariett, make a contact group for the Centralised AP Dept, and run the Aged Receivable Detail Report - filter for that contact group - you can then email the report to the Centralized AP Group. Hope this helps!

We have childcare centres that get their accounts paid by a centralised Accounts Payable Dept and they need one statement per month.

This would be really useful, for internal processes if we can check our client's statements grouped per manager portfolio rather than each manager individually selecting clients statements.