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Superior statements for Xero

Statey adds age analysis, automated sending schedules, and delivery tracking to your Xero customer statements. Customise 30/60/90‑day buckets and more.

See a sample Try Statey free for 32 days

You can cancel any time. No credit card required.

Statey is a Xero certified app

Statey is certified by Xero

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The statement

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.

01

Header

Always on

Displays your customer's details on the left and your company logo and information on the right.

More info

Statement for

John Smith

Ceramic Solutions Ltd

40 Industry Drive

Wellington 6011

LOGO

Acme Solutions Ltd

70 Commerce Street, Wellington

accounts@acme.co.nz

Statement date

31 Mar 2026

Statement for

{{ contact_first_name }} {{ customer_company_name }} {{ customer_address }}
Your logo

Acme Solutions Ltd

70 Commerce Street, Wellington

accounts@acme.co.nz

Statement date

{{ end_date }}
02

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.

More info

Outstanding items

Date Activity Due date Amount Balance 01 Mar INV-4201 15 Mar $8,400.00 $8,400.00 18 Mar INV-4267 01 Apr $3,200.00 $3,200.00 01 Apr INV-4312 15 Apr $4,100.00 $4,100.00 Total outstanding $15,700.00

Outstanding items

Date Activity Due date Amount Balance 01 Mar INV-4201 15 Mar $8,400.00 $8,400.00 18 Mar INV-4267 01 Apr $3,200.00 $3,200.00 01 Apr INV-4312 15 Apr $4,100.00 $4,100.00
Highlight overdue amounts Off
03

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.

More info
90 Days + 60 Days 30 Days Current Outstanding invoices $6,200 $8,900 $12,400 $5,000 Available credits $3,400 $1,200 — $3,400
150 Days + 120 Days 90 Days 60 Days 30 Days Current Outstanding invoices $1,800 $3,100 $4,200 $6,100 $9,800 $600 Available credits $900 $2,200 $1,600 $800 — $900
28 Days + 21 Days 14 Days 7 Days Current Outstanding invoices $5,400 $6,800 $9,600 $14,200 $4,200 Available credits $2,600 $2,200 $1,800 — $2,600
60 Days + 45 Days 30 Days 15 Days Current Outstanding invoices $4,100 $5,600 $7,200 $8,800 $2,900 Available credits $1,800 $2,300 $1,100 — $1,800
04

Activity

Optionally include a full transaction history — invoices, credit notes, and payments — with allocations grouped under each payment for easy reconciliation.

More info

Activity

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
05

Footer

Always on

Add payment instructions or a personal message using plain text or dynamic variables — like overdue balance — that resolve per customer.

More info

Footer

Overdue balance: $3,400.00
Please pay immediately to avoid late fees.

Footer

Overdue balance: {{ overdue_amount }}
Please pay immediately to avoid late fees.

Try Statey free for 32 days

You can cancel any time. No credit card required.

Features and plans

Every plan builds on the last

Starter Plan

$10 per org, per month

Unlimited statements

Send as many email statements as you need to all of your customers.

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

Everything in Standard plan

All features in the Standard plan, plus…

Multiple schedules

Configure multiple schedules to send statements to different groups of contacts. More info

Custom sending domains

Send statements from your own domains, instead of 'statey.app'. More info

Pricing

Compare plans

Starter

$10

Per org, per month

Standard

$25

Per org, per month

Pro

$50

Per org, per month

Unlimited statements
Included
Included
Included
All statement sections
Included
Included
Included
Automated sending schedule
Included
Included
Included
Personalised email template
Included
Included
Included
Statement sending history
Included
Included
Included
Delivery statistics
Included
Included
Included
'Don't send' list
Included
Included
Included
Customer search and filters
Included
Included
Included
Manually send statements
Included
Included
Included
Customer notes
Included
Included
Included
Unlimited users
Included
Included
Included
Automatic Xero sync
Included
Included
Included
Email support
Included
Included
Included
Excel statements
Not included
Included
Included
Multiple contact persons
Not included
Included
Included
Smart recipients list
Not included
Included
Included
Remove 'statey.app' watermark
Not included
Included
Included
Download recipients to Excel
Not included
Included
Included
Multi-currency support
Not included
Included
Included
Custom contact people
Not included
Included
Included
Advanced statement headings
Not included
Included
Included
Multiple schedules
Not included
Not included
Included
Custom sending domains
Not included
Not included
Included
Get started. Your first 32 days are on us.

You can cancel any time. No credit card required.