--- title: "Automated Customer Statements for Xero & QuickBooks - Paidnice" description: "Automated customer statements for Xero and QuickBooks. Send every customer a branded statement on your schedule, with aged debt, interest and one button to pay." url: https://www.paidnice.com/automated-customer-statements --- ★★★★★160+This app is a game changer!Lesley B. # Automated customer statements, sent monthly or weekly 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.** Try it FreeBook a Demo 2025WINNER2026WINNERXero App of the Year2025 Global · 2026 NZ Read all 160+ reviews ## Trusted with over $1,200,000,000 collected on time across 1,070,000 invoices since 2022. and counting ## Design your statements by describing them 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. - **Your layout, in your words.** Describe the columns and sections you want. - **Your own fields.** Add PO numbers, account managers and other custom fields. - **Outstanding or activity statements.** Send open invoices only, or every invoice and payment. - **Pay now inside the PDF.** Customers pay from the statement itself. Add Excel and CSV files to the same send. Statement designer Each change is previewed on sample data. Nothing goes to customers until you publish. ## The whole balance, in front of the customer, on time 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. ### Every open invoice and the aged balance on one page 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. ### On the schedule you choose 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. ### Parent and sub-customers on one statement 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. ### Interest and credits, calculated on the day 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. ### Sent from your domain, and tracked 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. ## What customers say about automated statements > “Automated statement sending alone is worth the entry price.” > > **Irene B.** Xero App Store > “Love the automated statements & the ease of automatically adding penalties & interest to overdue invoices.” > > **Rachel P.** Trustpilot > “Great solution for the issues around the lack of automated statements in Xero.” > > **Chris L.** Xero App Store [Read all 160+ reviews →](https://paidnicereviews.com) ## Every statement setting in one place Set 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 | Step-by-step guides:Auto-send statements in Xero →Automatic statements in QuickBooks → > It’s the debt collection system I’ve been looking for, for the last 15 years. Tyler Caskey Partner, The Bean Counters Said on the Accounting Apps Podcast 2025WINNER2026WINNER Xero App of the Year2025 Global · 2026 NZ 2026FINALIST Innovation App of the YearGlobal finalist 2026 ## Everything you expect from great accounts receivable software 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. ### Chase automatically Send Reminders Automate email and SMS with powerful reminders, from your own domain. Automate Statements Schedule automatic statement sends each month. AI Reply Handling Paidnice reads every reply and drafts the next step for your approval. ### Enforce your terms Late Fees & Interest Automatically apply and send late fees and interest. Prompt Payment Discounts Encourage early payment with automated discounts. Escalate, Make & Track Calls Escalate and assign overdue invoices for manual follow up. ### Get paid, and see it coming Customer Payment Portal Self-service hub for your customers' payment and billing needs. Create Payment Plans Flexible payment terms with automatic installment reminders. AR Insights & Reports Measure Days Sales Outstanding and other critical KPIs. [See all features →](https://www.paidnice.com/features) WholesaleUnited Kingdom ## 30-day terms that hold, and 5 hours of admin back every month > “When the statement comes through, it looks so professional compared to what we were sending before.” Jon MurphyFounder, Salt Silo Read Salt Silo’s story → DeliverabilityBeforeInvoices landed in spamNowStraight to the inboxPayment termsBefore30 days drifting to 60+Now30-day terms holdAdminBeforeFounder-run follow-upNow5 hours back a month ## Works with the software you already run 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 Claude ChatGPT ## Customer statement questions What is a customer statement? 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. Can Paidnice send statements automatically for Xero and QuickBooks? Xero sends statements when someone sends them. Paidnice sends Xero statements on a schedule for you. Can Paidnice send statements from QuickBooks Online? 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. How often can statements go out? 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. Can I add interest to a statement? 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](https://www.paidnice.com/late-fees). Can a head office get one statement for all its branches? Yes. Parent customers get one statement that includes the invoices of each child account, in Xero and QuickBooks. Do credit notes and prepayments show on the statement? They can. Set each credit type to ignore, show, or show and deduct it from the totals. What is an activity statement? 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. Can I send statements as Excel or CSV files? 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. Can customers pay straight from the PDF statement? Yes. The PDF carries a Pay now link for the balance, so the customer can pay from the statement itself. Can I change what the statement shows? 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. Can I leave some customers out? 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. ## Meet the team that built Paidnice Book a call with the founders to learn more about how Paidnice can help you take the pain away from getting paid. Book a CallChat with us Great hands on experience. Ashley helped us through everything.Janet X.App Marketplace160+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 Marketplace160+So happy with the service provided by Ashley at Paidnice. The best service I have had from anyone in years.Anna H.App Marketplace160+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 Marketplace160+ ## Related features Statements by postMonthly statements straight to your printer or mail provider.Customer payment portalCustomers see every open invoice and pay in one place.Parent and sub-customersOne statement and one payment for a group of companies. ## Send this month’s statements automatically Connect Xero or QuickBooks and Paidnice prepares a draft statement policy for you. Nothing sends until you approve it. Try it FreeBook a Demo [Rated 5 stars, 160+ reviews](https://www.paidnice.com/reviews) · [App of the Year](https://www.paidnice.com/blog/winner-xero-global-app-awards-2026)