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Can you send customer statements by using Contact Groups?

EG, some customers wont need statements or want them. Would be good to be able to send statements to a contact group that for instance is called Requires statement??

Is there a way to do this rather than having to manually tick or untick boxes each month for each customer?

I agree with this & a lot of comments here.
Xero currently has the functionality to automate single invoice reminders, surely it's possible to automate monthly statement emails.
Having invoices sorted by due date rather than invoice date would make so much more sense, currently it's way too easy for a customer to miss an overdue invoice that was dated later than older invoices with a longer due date.
Having overdue dates stand out - maybe making the text red should be easy enough - conditional formatting on any dates occurring in the past or something.
Having a breakdown between balance overdue & current balance due at the bottom of the table would be great. A table with a breakdown of overdue ageing would be even better. I know it's possible to insert IF statements into a word doc so it should be easy enough for the developers to enter into the standard template. Or just add more merge fields to actually let us customise our "custom" templates.

sending statements with all 'due invoices' is tacky, it should only be overdue. and on the same vein why are statements also sent to customers who are in credit only, the process of ticking/unticking boxes of who to send statements to when you have thousands of clients as we do is finicky. Xero needs a function where you can send statements to all outstanding customers directly in one group.

I think SOA reminder is an important part of chasing customer payment. Therefore I suggest adding an SOA reminder in Xero system.

Send customer statement automatically

Come on Xero, your lack of features are becoming a bit of an issue.

We really need a statement that shows outstanding invoices by DUE DATE not invoice date, so the customer can easily see a balance at eom for example.

This feature is so important. I do not want to chase for future bills, only what is due.

This would be a valuable function. There is a need to send clients an overdue invoice statement. The current "outstanding" statement function includes invoices that are not yet due.

Please add the option to send a customer statement with overdue invoices only. I do not want to chase them for future invoices. This is a fundamental accounting option. I cannot believe it is not part of Xero already.

I would just find it useful to be able to customise the statement template in Xero, so that it can show how many day's overdue an invoice(s) is/are when it is sent to a customer. If it doesn't already, it would also be very useful as a reminder to a customer, to also include their agreed credit terms and credit limit if one has been imposed on their account. In essence, if it were possible to customise the template to include various fields of the users choosing from Xero, so that it is fully customisable, that would be even better and meet the needs of far more users.

I would make great use of a report which only shows overdue invoices as when I'm chasing overdues I currently I send a statement to the customer and have to manually add up the overdue invoices and ask for that amount to be paid by return. Not a big deal but sending a report with overdues only would make more sense to me.

Hey Mark, Theres a plugin for Xero that does this (see https://www.statey.app)

You can set it to email an "outstanding" statement to all customers with overdue amounts weekly or monthly.