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Contacts - Option to turn off debtors statements

It would save us so much time if there was an option to turn off debtor statements per contact just like we have the option to turn off invoice reminders. That way when sending statements we can bulk send without having to send them one at a time.

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Rochelle Turner shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here. 


While it's not possible to set a default for each contact, you can currently send statements to multiple users at once - 

From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.

  • When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too

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  • Morris Goodman commented  ·   ·  Report

    Hi

    We would like to do this as well -- We have debit order customers and Non-debit order Customers and would want to do statement runs by customer types.

    Some Customers also will not have a statement run as they are handled in a different way

  • Rochelle Turner commented  ·   ·  Report

    Hi,

    Thank you for your reply. I have looked into your suggestion. However, this is not what we are after.

    An alternative solution in this area, would be to filter via groups (so it lists all contacts within the group) with the option to include or exclude a group when sending out multiple statements.

    Thanks,
    Rochelle.

  • Sarah Spence commented  ·   ·  Report

    Yes this would be extremely handy for some clients