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  1. Contacts - Option to turn off debtors statements

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    9 comments  ·  For small businesses » Contacts & communication  ·  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  · 

    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