Summary
Not on a schedule. Xero sends a customer statement only by hand, one run at a time: Contacts, Customers, Send statements, tick the customers, Email, Send. There is no setting that repeats the run. To send statements automatically from Xero you connect an app such as Paidnice, which runs a statement policy on any weekly or monthly schedule.
- The gap: The Xero product idea asking for auto-emailed statements has 1,172 votes and sits at In discovery, open since 13 November 2015 with no shipped feature.
- The fix: A Paidnice statement policy picks any weekly or monthly schedule, sends an outstanding statement, an activity statement or both, and goes only to contacts with a balance.
- Beyond Xero's statement: Paidnice sends one consolidated statement to a parent company covering every child entity on the Essentials plan from £49 a month, and can route statements to a print and post service.
How do I send a statement in Xero manually?
You send a Xero customer statement by hand from the Contacts screen: open Send statements, choose Outstanding or Activity and the date, tick the customers, then Email, as Xero Central sets out.
- In the Contacts menu, select Customers.
- Click the menu icon at the top right and select Send statements. For one customer, open the contact, click the menu icon and select Send statements.
- Choose the statement type and date, then click Update. Outstanding shows the unpaid invoices on a date you pick. Activity shows every invoice, credit note and payment across a date range.
- Tick each customer you want a statement for, then click Email.
- Complete the fields in the Send Statement window, then click Send.
Should you send an outstanding or an activity statement?
Send an outstanding statement when you want payment, since it lists only the invoices unpaid on the statement date, and an activity statement when a customer queries the balance, since it shows every invoice, credit note and payment in a date range.
Most credit control runs on outstanding statements; some accounts teams ask for an activity statement each month.
Why can't Xero send statements automatically?
Xero has no built-in way to send customer statements automatically: the Send statements screen runs once, when a person opens it, with no setting to repeat it, filter to customers who owe you, or target a group.
The request to auto-email statements was posted on Xero's product ideas board on 13 November 2015, holds 1,172 votes and sits at "In discovery". Xero's latest reply, from community manager Kelly Munro on 5 August 2026, says discovery continues; its feedback form closed on 28 August 2026. There is no shipped feature and no release date.
Xero on its own, and Xero with Paidnice
Xero can produce statements, but it cannot send them on a schedule.
- Statements sent by hand, in one-off batches
- No scheduling, nothing goes out automatically
- No filter for who actually owes you
- No customer-group targeting
- No send-day or send-time setting
- No statement interest
- Any weekly or monthly schedule, sent automatically
- Outstanding statement, activity statement, or both
- Send only to customers with an outstanding or overdue balance
- Target groups and exclude specific contacts
- Pick the send day and time
- Add statement interest (Essentials plans and up)
- One consolidated statement for a parent company
Which apps send Xero statements automatically?
Two kinds of Xero app send statements on a schedule: a statements-only app, and a full accounts receivable app that runs statements, reminders, late fees and payment plans from one set of customer groups.
| Option | Best for | Price from | Group statements | Also sends |
|---|---|---|---|---|
| Paidnice | Statements plus reminders | £49/month (Essentials) | Yes, on Essentials | Reminders and late fees |
| Statey | Statements only | £8/month per organisation | Not listed | Statements only |
| Xero on its own | A few customers, by hand | Included | No | Invoice reminders, email |
Paidnice also sends SMS reminders, statement interest, payment plans (Pro plans and up) and posted letters (Pro plans, on request). Statey's £8 plan carries a statey.app watermark; £18 removes it, and own-domain sending needs the £40 plan.
If you also send reminders, a statement and a reminder built from different customer lists will contradict each other, so one app should own both.
How do I set up a statement policy in Paidnice?
A Paidnice statement policy takes four steps: connect Xero, create an Auto-Statement policy, choose the schedule and audience, then turn off Safe Mode.
1. Connect Xero to Paidnice
Sign up for a Paidnice account (free, no credit card), then follow the prompts to connect your Xero organisation. Paidnice pulls in your customers and invoices.
2. Create a new Auto-Statement policy
In the Paidnice app, open Auto-Statements in the left menu and click New Auto-Statement.
3. Choose the settings and the customers
The policy screen sets:
- Which customers it applies to.
- The schedule: any weekly or monthly schedule, on the days you choose.
- The statement type: outstanding, activity, or both.
- The filter: customers with overdue invoices only, or any customer with an outstanding invoice.
- The email template.
4. Go live
Save the policy, then turn off Safe Mode, which holds automatic sends until you are ready.
What does a Paidnice statement policy control?
A Paidnice statement policy controls the schedule (any weekly or monthly schedule, on the days you choose), the send time, the statement type, the audience, a minimum due amount and named exclusions.
Monthly (Weekdays) moves a send that falls on a weekend to the next weekday. The send time defaults to midday in your Xero organisation's timezone. Paidnice starts at US$69, £49, AU$99 or NZ$109 (ex GST) a month for 150 invoices, and statement policies work the same on QuickBooks Online.
One Paidnice statement policy, set once
Pick a schedule, choose who receives statements, and exclude anyone you do not want to include. Paidnice does the rest automatically.
Excluded contacts never receive an automatic statement, even if they have a balance.
How does Paidnice send one statement to a parent-child company group?
Paidnice sends one consolidated statement to a parent company by grouping its child entities under a nominated parent: the statement lists every open invoice, with one total, and goes to the parent customer. The full setup is in parent-child customers in Xero.
One consolidated statement for a company group
Bill a parent company that owns several entities? Put the related companies into one group, nominate the parent, and Paidnice sends a single statement covering all of them, instead of one per company.
How does Paidnice add interest to overdue statements?
Paidnice adds interest to an overdue statement through a Statement Interest Charge: a policy that charges interest per customer against the whole overdue balance, monthly on a chosen day, and recalculates the figure when the statement is sent, so the amount the customer opens is correct that morning.
The rate can be a percentage per annum prorated daily, or a percentage of the balance at issue time; UK users can follow the Bank of England base rate plus their own percentage. Statement interest is on Essentials plans and up, and compounds by default.
Can Xero statements go out by post?
Not from Xero itself: Xero can print a statement to PDF, so posting one is a manual job each month. Paidnice can send every statement in a policy to one address through its Override Destination Email setting, which is how a scheduled statement reaches a print and post service. See statements by post from Xero.
For overdue letters and final notices, Paidnice prints and posts the letter on Pro plans and up, enabled on request, for US$2.00 a letter (£1.50 in the UK). See overdue invoice letters by post from Xero.
Common questions about automatic statements in Xero
Can Xero send statements automatically?
Not on a schedule: Xero can generate statements and email them in a manual batch, but it cannot send them on a recurring schedule, filter to customers who owe you, or target a customer group. To automate any of that you connect an app such as Paidnice.
How do I send a statement from Xero?
Go to Contacts, then Customers, click the menu icon and select Send statements, choose Outstanding or Activity and the date, tick the customers, click Email and then Send. For one customer, open the contact, click the menu icon and select Send statements.
Can Xero automatically send invoices?
Yes. Xero's repeating invoices go out on a set cycle. Statements have no equivalent setting, so a scheduled statement needs a connected app such as Paidnice.
Can Xero combine statements for a group of companies?
Not in one document: Xero sends one statement per contact, so a group of companies gets one statement each. Paidnice sends a consolidated statement: nominate the parent customer, and one statement covering every child entity goes to the parent.
When should you not automate statements?
If you invoice a handful of customers and send statements by hand monthly, Xero's built-in batch does the job. Automation earns its keep when you send to dozens of contacts, or only to people who owe you.
Xero also applies one reminder schedule to every customer; see where the reminder side stops. With statements, reminders, late fees and prompt payment discounts running on policy, Paidnice customers cut their average wait for payment in half within 30 days.
Stop chasing invoices.
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