Five sections. Fully customisable. PDF or Excel.
Turn on only the sections you need. Header and Footer are always included — Outstanding Items, Age Analysis, and Activity are optional.
1. Header
Displays your customer's details on the left and your company logo and information on the right.
2. Outstanding Items
Optionally list each unpaid invoice with its due date and running balance. Highlight overdue amounts to prompt faster payment — or keep it clean and simple.
| Date | Activity | Due Date | Amount | Balance |
|---|
3. Age Analysis
Optionally add an aged breakdown of outstanding balances. Choose 30/60/90-day buckets or any custom interval, and anchor aging to the invoice date or due date.
| Outstanding Invoices |
| Available Credits |
4. Activity
Optionally include a full transaction history — invoices, credit notes, and payments — with allocations grouped under each payment for easy reconciliation.
| Date | Description | Amount | Balance |
|---|---|---|---|
| 15 Mar | INV-4201 — Invoice | $8,400.00 | $8,400.00 |
| 01 Apr | INV-4267 — Invoice | $3,200.00 | $11,600.00 |
| 15 Apr | INV-4312 — Invoice | $4,100.00 | $15,700.00 |
| 22 Apr | Payment | ($14,000.00) | $1,700.00 |
| 15 Mar | INV-4201 — Invoice | $8,400.00 | |
| 01 Apr | INV-4267 — Invoice | $3,200.00 | |
| 15 Apr | INV-4312 — Invoice (partial) | $2,400.00 |
5. Footer
Add payment instructions or a personal message using plain text or dynamic variables — like overdue balance — that resolve per customer.
You can cancel any time. No credit card required.
Features and Plans
Starter Plan
$ 10 per org, per month
All statement sections
Header (with custom logo), Outstanding Items, Age Analysis, Activity, and Footer.
Automated sending schedule
Automatically email statements to your customers on a weekly or monthly schedule. More info
Personalised email template
Customise the email sent to your customers and use dynamic fields. More info
Statement sending history
View all previously sent statements. More info
Delivery statistics
See who's receiving your statements and who isn't. More info
'Don't send' list
Exclude specific customers from being automatically emailed. More info
Customer search and filters
Quickly search for a customer or apply a filter to find a group of customers. More info
Manually send statements
Manually send statements to a single customer or to a group of customers. More info
Customer notes
Add private notes to a customer that you and your team can see. More info
Unlimited users
All of your team members with access to your Xero organisation can log in and use Statey. More info
Automatic Xero sync
Statey automatically begins sync'ing with Xero every 6 hours. More info
Email support
Get help with any issues or questions you have via email. More info
Standard Plan
$ 25 per org, per month
Everything in Starter plan
All features in the Starter plan, plus...
Excel statements
Send statements in Excel format. More info
Multiple contact persons
Send statements to all of the contact persons linked to the customer in Xero. More info
Smart recipients list
Select a Xero contact list and apply a filter to make your schedule more specific. More info
Remove 'statey.app' watermark
Remove 'www.statey.app' from the statement PDFs. More info
Download recipients to Excel
Download lists of past and upcoming statement recipients to Excel. More info
Multi-currency support
Send statements to customers that trade across multiple currencies. More info
Custom contact people
Add custom contact people to a customer in Statey, instead of using Xero's contact people. More info
Advanced statement headings
Use our advanced editor to customise your statement headings. More info
Pro Plan
$ 50 per org, per month
Pricing
Compare Plans
Starter
$
10
Per org, per month
|
Standard
$
25
Per org, per month
|
Pro
$
50
Per org, per month
|
|
|---|---|---|---|
| All statement sections |
|
|
|
| Automated sending schedule |
|
|
|
| Personalised email template |
|
|
|
| Statement sending history |
|
|
|
| Delivery statistics |
|
|
|
| 'Don't send' list |
|
|
|
| Customer search and filters |
|
|
|
| Manually send statements |
|
|
|
| Customer notes |
|
|
|
| Unlimited users |
|
|
|
| Automatic Xero sync |
|
|
|
| Email support |
|
|
|
| Excel statements |
|
|
|
| Multiple contact persons |
|
|
|
| Smart recipients list |
|
|
|
| Remove 'statey.app' watermark |
|
|
|
| Download recipients to Excel |
|
|
|
| Multi-currency support |
|
|
|
| Custom contact people |
|
|
|
| Advanced statement headings |
|
|
|
| Multiple schedules |
|
|
|
| Custom sending domain |
|
|
|
You can cancel any time. No credit card required.