---
title: "Opt a customer out of Statements"
slug: "opt-a-customer-out-of-statements"
updated: 2026-09-09T08:49:05Z
published: 2026-09-09T08:49:05Z
canonical: "docs.credithoundcloud.com/opt-a-customer-out-of-statements"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.credithoundcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Opt a customer out of Statements

By default, every customer with outstanding transactions and a valid email address will receive a Statement when your monthly run takes place. You can opt individual customers out of Statements when you don't want them to receive one.

## When you might want to opt a customer out

Common reasons to exclude a customer from Statements include:

- Internal accounts kept for reference purposes only
- Customers who have explicitly requested not to receive statements

Opting a customer out of Statements does not affect their Collection Path settings. The two are independent.

## Opt out a single customer

To opt a single customer out, there are two methods.

### Customer Screen

Open the customer in the **Customer** screen and switch the **'Include in Statements'** toggle off.

![](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/Statement_CustomerScreenToggle.png)

Customer Screen

When toggling the option, the green tick indicates that the customer is eligible for Statements, while a red cross indicates they are not.

The customer will not receive a statement on the next run, or any subsequent run, until you turn the toggle back on.

> [!NOTE]
> Activity log
> 
> When you toggle a customer's Statements setting, an entry is added to the customer's Activity log recording when the change was made and by whom. This gives you an audit trail of opt-out decisions.

### Customers List

You can enable or disable Statements from the Customer List and changing the toggle option in the **Include In Statements** column.

![](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/Statement_CustomersListToggle.png)

Customers List

The **Include In Statements** column can be filtered to only those Customers who have either Statements turned on or off. This column can also be sorted like any other column.

## Opt out multiple customers at once

When you have several customers to opt out, you can do this in bulk from the Customer List.

1. Open the **Customers** **List**
2. Select the customers you want to opt out using the checkboxes in the multi-select column
3. Click the **Action** dropdown and choose **Statements Eligibility**

![](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/Statements_CustomeList_Action.png)

Customers List - Action

1. In the dialog that appears, select **Exclude from Statements**

![](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/StatementsEligibility_CustomerList_Exclude.png)

Statements Eligibility Dialog

The selected customers' Statements toggles will all be turned off. Each customer receives an Activity log entry recording the change.

![](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/StatementsEligibility_CustomerList_Excluded.png)

Customers List - Excluded

You can **Include in Statements** in the same way to turn Statements back on for multiple customers.

## Opting all customers out

If you want to stop all Statement emails, use the **Is Enabled** toggle on the Statement configuration page instead of opting customers out one by one.

![](https://cdn.document360.io/57d19fb5-2d12-4c10-afea-5b60eb76d2a8/Images/Documentation/Statements_GlobalToggle.png)

Statements - Is Enabled Toggle

This switches Statements off for the whole dataset and doesn't affect your per-customer settings - when you turn the global toggle back on, your per-customer choices are preserved.

## Customers without a valid email

Customers without a valid email address on their default contact will be automatically excluded from the Statement run, even if their Statements toggle is on. You don't need to opt them out manually - they will appear in the [Customer Email Issues](/v1/docs/list-of-customer-email-issues) so you can fix the email address or decide whether to opt them out properly.