Sending Xero statements

Sending Xero customer statements on a schedule, by email or post, with aging and parent accounts.

Automatic Xero statements

Part of Accounts receivable for Xero

Automatic Xero statement run: outstanding statements to customers with a balance, and the next run scheduled

Solved: How to Automatically Send Statements in Xero

Denym Bird16 Oct 2026
Parent customer portal: one balance of £9,830 across two group companies, paid in one payment

Parent customers in Xero: how to chase a group of companies as one account

Denym Bird1 Oct 2026
Customer statement with an aged debt breakdown: one invoice 30 days overdue, one 90 days, total $4,340

How to Add 30/60/90 Day Aging to Xero Statements

Denym Bird28 Sep 2026
Auto statement policy with the activity statement PDF toggle on, sent monthly beside the outstanding statement

Activity statements in Xero: what they show, and how to send them automatically

Denym Bird28 Sep 2026
Monthly Xero statement run: statement PDFs sent to a print and mail provider on schedule, with no manual step

How to Send Customer Statements by Post from Xero (Automatically)

Denym Bird28 Sep 2026
Statement policy set to Monthly (Weekdays) on the 1st: a Saturday 1st sends on Monday the 3rd

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

Denym Bird28 Sep 2026
Consolidated statement: two child customers roll up into one $5,980 statement sent to the parent

Solved: Parent-child customers in Xero: How to send one consolidated statement across grouped companies

Denym Bird28 Sep 2026