Xero cannot send customer statements on a schedule. You can generate a statement and email it to one customer or to a batch, but there is no way to make that repeat. To automate statement sending you connect a tool like Paidnice, which sends statements weekly or monthly, only to customers who actually owe you, and can send one consolidated statement for a whole company group.
The short version: Xero cannot schedule customer statements. To automate statement sending in Xero you connect a tool like Paidnice, which sends statements weekly or monthly, only to customers with a balance, and can even send one consolidated statement for a whole company group.
Xero can generate a statement and email it in a manual batch. It cannot repeat that on a schedule, filter to only the customers who owe you, target a customer group, or skip weekends. Those all sit in the follow-up world, which Xero leaves to connected apps.
The request to auto-email statements is the largest open idea in this part of Xero's product ideas board. It was posted on 13 November 2015, holds 1,163 votes as at 20 August 2026, and sits at "In discovery".
Xero's most recent reply, from community manager Kelly Munro on 5 August 2026, says discovery is continuing and the team are keen to develop it, and asks the thread to fill in a feedback form. The idea has been open for more than ten years with no shipped feature, so the practical route today is an app rather than a wait.
We see the pattern from the other side. Across the Paidnice statement policies running on Xero today, the most common setup is monthly, sent only to contacts with an outstanding balance, with a short exclusion list for customers on a payment plan. In other words, almost nobody actually wants to send every customer a statement every month, which is exactly the all-or-nothing behavior Xero's manual batch forces.
Xero can produce statements, but it cannot send them on a schedule. Everything below the line is manual, every single month.
You send a Xero statement by hand, one batch at a time, and you repeat every step next month.
There is no step six. Nothing in Xero remembers that you did this, and nothing brings it back next month.
No. Xero lets you generate statements and email them to several customers in a single batch, but it has no way to put that on a schedule. There is also no native option to send only to customers above a balance, to target a particular customer group, or to skip weekends. It is all manual, and all-or-nothing. This is one of the most requested ideas on Xero's own product forum, and the practical fix is a connected app.
Paidnice connects to Xero and sends your statements for you, on your schedule and your rules. Setup takes a few minutes:
The first step is to sync your Xero account with Paidnice. This allows Paidnice to access your Xero data and automatically generate statements.
To connect them:
Now that Paidnice is connected to Xero, you can start setting up your automated statement policies.
When creating the auto-statement policy, you can customize:
Once you finish setting up the policy, save it and go live by turning off "Safe Mode" in Paidnice.
Now statements will start being automatically generated and emailed based on your policy schedule and rules.
This is where a dedicated tool earns its keep. You pick the cadence, the statement type, and exactly who is in or out, then it runs the same way every time.
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.
If you invoice a parent company that owns several entities, sending a separate statement to each one is noise for them and admin for you. Paidnice can now group related companies together and send a single consolidated statement to the parent, covering every entity in the 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.
Statements are a nudge. If you want them to carry weight, Paidnice can also calculate statement interest on overdue balances each week or month and include it on the statement automatically. Statement interest is available on Pro plans and up.
No. Xero can generate statements and email them in a manual batch, but it cannot send them on a recurring schedule, filter to only customers who owe you, target a customer group, or skip weekends. To automate any of that you need a connected tool such as Paidnice.
Connect Xero to Paidnice in one click, create a statement policy, set the schedule and who receives it, then turn off Safe Mode to go live. From then on, statements generate and send automatically on your schedule, with no manual work each month.
Yes. Paidnice can send to contacts with an outstanding or overdue balance only, so customers who are paid up never receive a statement.
Yes. You can exclude individual contacts so they never receive an automatic statement, even if they have a balance, which is handy for customers on a payment plan or those you manage by hand.
Yes. Paidnice can send a consolidated statement for a company group: put the related entities into one group, nominate the parent company, and a single statement covering all of them goes to the parent, rather than one per company.
Yes. On Pro plans and up, Paidnice can calculate statement interest on overdue balances each week or month and include it on the statement automatically.
Yes. Paidnice automates customer statements for both Xero and QuickBooks Online, with the same scheduling, filtering and consolidated-group options.
Not necessarily. If you invoice only a handful of customers and you are happy to send statements by hand once a month, Xero's built-in batch is fine. Automation earns its keep when you send to dozens of contacts, want to send only to people who owe you, need to exclude specific accounts, or want statement interest applied.
A statement covers the whole account once a month. Reminders cover individual invoices as they fall due, and Xero applies one reminder schedule to every customer in the organization with no way to vary it by segment. The two work together, so it is worth knowing where the reminder side stops as well.
The overview is in different Xero invoice reminders for different customers, with the four splits covered individually: by contact group, by customer location, by overdue balance, and where one payer sits behind several Xero customer records.
If you invoice only a handful of customers and you are happy to send statements by hand once a month, Xero's built-in batch is fine and you do not need Paidnice for statements alone. Automation earns its keep when you are sending to dozens of contacts, want to send only to people who owe you, need to exclude specific accounts, or want statement interest applied. Below that, the manual route is the cheaper answer, and we would rather tell you that than sell you a subscription you will not use.
The beauty of automating statements through Paidnice is that it's one less tedious admin task you have to worry about. Statements will now be regularly sent to customers without you having to create, download and manually email them yourself every billing period.
You can relax knowing statements are being handled automatically in a consistent, professional manner. This frees up your time to focus on more important and strategic parts of operating your Xero business.
Additionally, Paidnice has other great features to make your invoicing and collections smoother. You can set up automatic late fees for overdue invoices, create payment reminder sequences, offer prompt payment discounts and more.
Automating statements is just the start. With Paidnice you can automate your entire accounts receivable process within Xero, which is how Paidnice customers cut their days sales outstanding by around 50% in the first 30 days. It saves you hours every month while keeping cash flow smooth and predictable.
Paidnice is accounts receivable automation that enforces your payment terms, trusted by thousands of businesses on Xero and QuickBooks. Credit control and debtor management, run for you.
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