Summary
Xero has no native way to skip weekends when sending statements. Paidnice's Monthly (Weekdays) statement schedule fixes this: pick a day of the month, and if it falls on a Saturday or Sunday, the send shifts automatically to the next weekday. Example: the 1st falling on a Saturday sends Monday the 3rd; falling on a Sunday sends Monday the 2nd.
- The setting: In a Paidnice statement policy, under When should this statement be sent, choose Monthly (Weekdays) and the day of the month.
- The other options: Monthly runs on the calendar day whatever it falls on; Weekly runs every week on a chosen weekday; an end-of-month setting always sends on the last day.
- Also on the policy: A minimum outstanding amount, an outstanding period (all items, last 30 or 60 days), the audience, and Outstanding and Activity statement PDFs side by side.
How do I skip weekends when sending Xero statements?
Xero has no native way to skip weekends when sending statements. Use Paidnice's Monthly (Weekdays) statement schedule. Pick the day of the month you want to send (e.g. the 1st). If that day falls on a Saturday or Sunday, the statement automatically shifts to the next weekday. No manual rescheduling, no half-month-late statements.
In practice: if the 1st is a Friday, statements send on Friday the 1st. If the 1st is a Saturday, they send on Monday the 3rd. If the 1st is a Sunday, they send on Monday the 2nd.
Free: Payment reminder email templatesCopy the reminder emails for before, on and after the due date.Why can't Xero's built-in statements do this?
Xero's customer statement workflow has no scheduling at all, so there is no weekend-skip option to set: statements go when a person sends them. Three weak points follow from that.
- It's manual. You go into the contacts list, filter to outstanding balances, select all, and send. Every month.
- It's date-rigid. Even if you schedule the run through a third-party app, the day of the month is the day of the month. Xero has no concept of skipping the weekend.
- It's all-or-nothing. There's no way to send statements only to customers above a minimum balance, or only to a particular customer group, without manually filtering the list.
For controllers running statements in a monthly close routine, this repeated friction adds up to several hours a month, and a customer notices when a statement turns up on a Sunday.
The fix: Monthly (Weekdays) statement policies
A Monthly (Weekdays) statement policy in Paidnice runs on the chosen day of the month and moves any Saturday or Sunday send to the next weekday. Paidnice statements are policy-driven: you set the rules once, and they run on schedule against whichever group of customers you've scoped them to. Setting up a first-weekday-of-the-month policy takes about three minutes.
1. Create a statement policy
- Open your Default Group (or a specific customer group) and go to Statements.
- Click Add Statement Policy and give it a name. For example, Send statement first weekday of the month.
2. Pick Monthly (Weekdays) as the schedule
Under "When should this statement be sent?" you'll see three options:
| Schedule | When it runs | Weekend handling |
|---|---|---|
| Monthly | The same calendar day each month | Sends on the weekend if the day falls on one |
| Monthly (Weekdays) | The chosen day of the month | A Saturday or Sunday shifts to the next weekday |
| Weekly | Every week on the chosen weekday | Never lands on a weekend |
Pick Monthly (Weekdays). Then choose the day of the month: 1st, 15th, 25th, whatever fits your close cadence.
3. Set the period and balance threshold
A few extra controls that Xero doesn't give you natively:
- Outstanding Statement Period. All Outstanding Items, last 30 days, last 60 days, and so on. Most credit teams default to All Outstanding.
- Minimum Outstanding Amount. Skip customers below a balance threshold. Useful when you don't want to email a $4 dangling underpayment.
- Audience. By default, the policy targets contacts with an outstanding balance. You can also narrow it to a specific customer group or tag.
4. Choose what to attach
Two attachment options run side by side:
- Outstanding statement PDF. The classic balance summary.
- Activity statement PDF. A transactional view of payments and invoices over the period (handy for customers who want to reconcile back).
Save the policy and you're done. The next time the 1st rolls around, your statements run on the first weekday after that, every month, with no human in the loop. The sister guide how to send statements automatically from Xero covers the rest of the policy.
Why is statement timing worth setting up properly?
Statement timing matters because a statement that lands on a weekend or holiday sits unread, and a statement that lands on the first working day is opened while the accounts payable team is planning the month's payment run. Statements prompt the conversation that leads to payment without anyone having to follow up.
Paidnice customers see half as many late invoices in the first 30 days, and finance teams reduce manual chasing by up to 90% once their statement and reminder cadences are running on policy. Getting statement timing right is part of how that compounds. Paidnice was named 2025 Xero Global Small Business App of the Year and 2026 New Zealand Small Business App of the Year.
Beyond the schedule: pair it with the right reminders
A first-weekday statement run works best alongside a weekday-only reminder ladder: statements set the context, email and SMS reminders close the loop, and the automated customer statements page covers the PDF and activity-statement options in full.
FAQ
What if the 1st falls on a public holiday?
Monthly (Weekdays) handles weekends automatically. If you also want to skip specific public holidays, scope the statement policy to a specific group and pause it manually for that month, or set the day later in the cycle (5th, 7th) so a weekend skip plus an obvious holiday usually clears it.
Does Paidnice replace Xero's statement function entirely?
It runs alongside it, but most teams stop sending statements from Xero manually once Paidnice is set up. The Paidnice statements look more polished, attach activity history, and apply your branding.
Can I send statements weekly to a slow-paying group and monthly to everyone else?
Yes. Statement schedules are per-policy, and policies can be scoped to specific customer groups. A monthly all-customers policy plus a weekly slow-payer policy is a very common setup.
Does this work with QuickBooks?
Yes. Paidnice supports both Xero and QuickBooks Online, and Monthly (Weekdays) statement policies work the same on both.
Close the gap, starting next month
Setting up a first-weekday statement policy takes about three minutes. Pick Monthly (Weekdays), choose the day, scope the audience, save.
Signing up for Paidnice is free with no credit card. Paidnice reads your existing Xero data, nothing migrates, and it starts closing the gap between invoice and payment from the next statement onwards.
Install Paidnice from the Xero App Store →
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About the editorial team
Denym started Paidnice in 2022 after customers paying late left his own business short on payroll. He has led it to $1 billion collected on time across more than 1 million invoices, and writes about credit control, late fees and getting paid on Xero and QuickBooks.
Ashley is a co-founder and lead developer of Paidnice and has built accounting software for more than 10 years. He builds the ledger connections that put reminders, late fees and payments into Xero, QuickBooks and ERPs such as NetSuite and Business Central. Before Paidnice he co-founded A2X, ecommerce accounting software for Xero and QuickBooks.
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