How to send Xero customer statements on the first weekday of the month

Here's how to make sure your statements always land on a real working day.

Xero doesn't automatically send customer statements, Paidnice does (and. can skip weekends)

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.

Why Xero's built-in statements can't do this

Xero's customer statement workflow has three weak points.

• It's manual. You go into the contacts list, filter to outstanding balances, select all, and send. Every month. Forever.
• It's date-rigid. Even if you remember to schedule it 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 accountants and controllers running statements as part of a monthly close routine, this is the kind of small, repeated friction that adds up to several hours a month. And it's the kind of thing a customer will quietly notice when their statement turns up at an awkward time.

The fix: Monthly (Weekdays) statement policies

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

1. Open your Default Group (or a specific customer group) and go to Statements.
2. 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:

• Monthly. Runs on the same calendar day each month, weekend or not.
• Monthly (Weekdays). Runs on the chosen day of the month, but if that day is a Saturday or Sunday, it shifts to the next weekday.
• Weekly. Runs every week on the chosen weekday.

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 of the month rolls around, your statements run on the first weekday after that. Automatically, every month, with no human in the loop.

Why this is worth setting up properly

Statements are one of the highest-leverage habits in a working credit control routine. They prompt the conversation that leads to payment without anyone having to follow up. But statements that land on weekends or holidays don't prompt anything. They sit unread in inboxes.

Paidnice customers cut their average wait for payment in half within 30 days, and report that 90% of their previous manual follow-up disappears 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 App of the Year and AU 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, reminders close the loop.

• Automated customer statements. The full feature page with PDF and activity-statement options.
• Auto-send statements for Xero. Xero-specific overview, including how Paidnice attaches the right balance period.
• Custom email and SMS reminder templates. Pair statement day with a weekday-only reminder ladder.
• Paidnice for Xero. How the integration sits on top of your existing Xero account.
• AR automation overview. The full picture of how policies, statements, reminders and fees fit together.

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.

Can I send statements to only customers above a certain balance?

Yes. Use the Minimum Outstanding Amount field on the policy. Anyone below the threshold won't get a statement that month.

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, 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.

Paidnice has a free trial and a one-click install on the Xero App Store. You don't need to migrate anything. Paidnice reads your existing Xero data and starts closing the gap between invoice and payment from the next reminder onwards.

Install Paidnice from the Xero App Store →