Send statements to multiple contact people per customer

Standard and Pro plan feature

By default, Statey will only send statements to your customer's primary contact person.

On our Standard and Pro plans, Statey will send statements to every contact person linked to a customer.

Statey's Interface

To add a contact person to a customer, open the customer to edit in Xero.

Editing a customer in Xero.

Adding a contact person in Xero.

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