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

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    submitted  ·  83 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    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  ·