Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Contacts: Statements - Allow to be sent to Contact Groups

    188 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  105 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Des Hill commented  · 

    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.

    Des Hill supported this idea  ·