Contacts: Statements - Allow to be sent to Contact Groups
Ability to send statements to contact groups.
Purpose: To make users’ easier to send statements rather than sending it individually.
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is live.
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Philip Shand
commented
Sadly, I have been asking for this since 2013. I was looking to come back to Xero but still many issues are unresolved. The other issue I have is dealing with companies that have multiple branches. Anyone know how to have a "Group" with multiple branches and delivery addresses and hence, only want "ONE" statement of ALL the branches activities on the ONE statement. Currently the head office will get individual statements of EACH branch.....Sigh""""""
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Genevieve Knights
commented
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 UpdateAnd 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! -
Info Email
commented
This can't come soon enough for our business. We have multiple clients under the one umbrella requesting one statement for all.
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Sandra Steele
commented
This would be a great option - we have several clients who would benefit from this
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Sheena Lyn Ching
commented
Please add this feature.
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Michelle Gleeson
commented
Require functionality to send statements to a contact group and not have to select individually.
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Darren Cantwell
commented
This is such a critical thing for any business it is mindblowing that there is no parent/child hierarchy for customers / suppliers
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Susana Maltaric
commented
This is also very important to our organisation.
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Michelle Stephens Byrne
commented
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?????
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Helen Jarvis
commented
This is very important to our organisation. Surprised it has been overlooked this long. Does anybody know when this will be available?
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Hester Mitchell
commented
Xero: Sending Client statements to specific groups in bulk - to be able to change the filters when trying to email the statements in bulk.
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Peck Hoon Tan
commented
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.
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Michelle Stephens Byrne
commented
Totally agree, this would make such a huge improvement meaning not having to manually select contacts
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Jacquelene Naude
commented
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. -
Helen Kirkland
commented
With this facility we could customize an email template to go out to the various groups; gentle reminder, harsh reminder, etc.
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Tim Jack
commented
Please get this done.
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Guy Verwey
commented
This needs implementing, its ridiculous that it isn't a basic feature.
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Kylie Westlake
commented
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.
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Himkaar Singh
commented
Still needing this in Oct 2024 because invoices don't have the ability to display a Customer Account Balance.
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Gerhard Mattheüs
commented
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.