This app is a game changer!Lesley B.
Automated customer statements for Xero and QuickBooks. Paidnice sends each customer their open invoices and aged balance on your schedule, with one button to pay.
Describe the statement you want in plain words, and Paidnice lays it out from your Xero or QuickBooks data. Send it as a PDF with a Pay now link, with Excel and CSV files in the same email.
Statement designerEach change is previewed on sample data. Nothing goes to customers until you publish.
| Date | Invoice | PO | Due | Balance |
|---|---|---|---|---|
| Aug 1 | INV-1031 | PO-23801 | Aug 15 | $2,529.60 |
| Aug 18 | INV-1043 | PO-23841 | Sep 1 | $2,480.00 |
| Sep 20 | INV-1058 | PO-23910 | Oct 3 | $1,240.00 |
| Date | Description | PO | Amount | Balance |
|---|---|---|---|---|
| Aug 1 | INV-1031 · Invoice | PO-23801 | $2,529.60 | $2,529.60 |
| Aug 18 | INV-1043 · Invoice | PO-23841 | $2,480.00 | $5,009.60 |
| Aug 22 | INV-1036 · Invoice | PO-23855 | $1,850.00 | $6,859.60 |
| Sep 6 | Payment · INV-1036 | – | ($1,850.00) | $5,009.60 |
| Sep 20 | INV-1058 · Invoice | PO-23910 | $1,240.00 | $6,249.60 |
A statement shows customers everything they owe in one place. Paidnice sends it on schedule, from your own domain on Pro and above, and makes the whole balance easy to pay.
Each statement links to an online version that groups what is due now and what is not due yet, shows how late each invoice is and ends with one button to pay.
Send statements weekly or monthly, on the days you pick, for each customer group. Run each policy automatically, or hold it for your approval. Weekend sends can move to the next weekday.
A parent customer gets one statement that rolls up every sub-customer, such as head office and its branches, so group finance pays everything in one go. It works in Xero and QuickBooks.
Statement interest is calculated again on the day the statement sends, so the figure is right that morning. Credit notes and prepayments can show and come off the total.
On Pro and above, statements come from your own email address and look like your business. You see which customers opened them, clicked through and paid.
“Automated statement sending alone is worth the entry price.”
App Store“Love the automated statements & the ease of automatically adding penalties & interest to overdue invoices.”
“Great solution for the issues around the lack of automated statements in Xero.”
App StoreSet these for each customer group. Paidnice builds every statement from Xero or QuickBooks on the day it sends.
| Setting | What you choose |
|---|---|
| Type | Outstanding statements, activity statements, or both, with one section for each currency |
| Schedule | Weekly or monthly on the days you choose, with weekend sends moved to the next weekday |
| Who gets one | Customers with overdue invoices only, or every customer with an open invoice, above a minimum amount |
| Period | All open invoices, or only invoices issued in a set period |
| Credits | Credit notes, prepayments and overpayments ignored, shown, or shown and deducted |
| Interest | Statement interest on the overdue balance, calculated on the day it sends |
| Parent customers | One statement that includes the invoices of each child account |
| Destination | Each customer’s own address, or every statement to one address, such as a print and post service |
| Approval | Send automatically on schedule, or hold each run as drafts for your approval |
| Format | A PDF with a Pay now link for the balance, plus an Excel or CSV file |
| Layout | Your logo and colors. Describe the layout to the statement designer and add custom fields, such as PO numbers |
It’s the debt collection system I’ve been looking for, for the last 15 years.
Paidnice has everything your business needs to run a best-in-class receivables process, from the first reminder to the money landing in your account.
WholesaleUnited Kingdom
“When the statement comes through, it looks so professional compared to what we were sending before.”
Jon MurphyFounder, Salt Silo
Paidnice connects to your ledger, payment providers, CRM and team chat, so every invoice is chased, paid and recorded without manual data entry.
See all integrations → NewConnect to Claude or ChatGPT via MCP›A customer statement, or statement of account, lists every open invoice a customer has with you, what they have paid and the balance they owe. Paidnice builds it from Xero or QuickBooks and sends it automatically on your schedule.
Xero sends statements when someone sends them. Paidnice sends Xero statements on a schedule for you.
Yes. Paidnice reads your QuickBooks Online invoices and sends each customer a statement on the schedule you set, with a pay button for the balance.
On any schedule, weekly or monthly, on the days you choose. Monthly (Weekdays) moves a send that falls on a weekend to the next weekday.
Yes. Statement interest charges a rate on the customer’s whole overdue balance and is calculated again on the day the statement sends. It is on every plan, from Essentials. See late fees and interest.
Yes. Parent customers get one statement that includes the invoices of each child account, in Xero and QuickBooks.
They can. Set each credit type to ignore, show, or show and deduct it from the totals.
An activity statement lists every invoice, credit note and payment in a period, with a running balance. An outstanding statement lists only the invoices still open. Paidnice can send either, or both.
Yes. Each statement goes out as a PDF, and can also go as an Excel or CSV file for customers who reconcile in a spreadsheet.
Yes. The PDF carries a Pay now link for the balance, so the customer can pay from the statement itself.
Yes. Describe the layout to the statement designer, such as a PO number column or an aged balance, and preview each change on sample data before you publish it.
Yes. Put them in a customer group with no statement policy, or use a tag. You can also send statements only to customers with overdue invoices, or above a minimum amount.
Book a call with the founders to learn more about how Paidnice can help you take the pain away from getting paid.
Great hands on experience. Ashley helped us through everything.
Janet X.App Marketplace★★★★★160+I’ve contacted support a few times, and Denym has always replied with really detailed and thoughtful explanations, even taking the time to jump on a video call to help.
Jon M.App Marketplace★★★★★160+So happy with the service provided by Ashley at Paidnice. The best service I have had from anyone in years.
Anna H.App Marketplace★★★★★160+Very simple to set up and the few questions we had were quickly and expertly dealt with by Denym. It has already made a huge difference to our debtor days and has massively helped.
Jenny M.App Marketplace★★★★★160+
Connect Xero or QuickBooks and Paidnice prepares a draft statement policy for you. Nothing sends until you approve it.
