Recipients and filters for automated statement runs

The default recipients for an automated statement run are 'Only customers with an outstanding amount'.

Statey's Interface

Standard and Pro plan feature

Use a Xero Contact Group as your recipients list

Xero's Interface - Contact groups
Statey's Interface - Select the contact group as the recipients' list.

Standard and Pro plan feature

Filter your recipients list

Statey's Interface - Filter your recipients

'Active customers' include any customer invoiced in the last 90 days, or with an outstanding amount.

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