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

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    141 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.

    In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.

    With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.

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    Marleen Suy commented  · 

    Would be great to have this feature, For us for example we have different customers to send orders to but the statement needs to go to head office (foodstuffs) at this point we have to export the statement to an Excel and then add the previous balance, add payments and discounts received
    would be great to pull a statement for a certain group