Automatically Send Statements in Xero - Step-by-Step (2025)

Posted on by Gareth Evans

💡 TL;DR

  • Xero doesn't yet support automated customer statements - but you can do it with a Xero app called Statey.
  • Statey connects directly to your Xero organisation so you can schedule statement runs and track every send.
  • Setup takes under five minutes. Once live, statements go out automatically - weekly or monthly, no clicks required.

There's been a lot of discussion about automating customer statements in Xero - a long-requested feature that's still missing from the platform. While Xero lets you send statement batches manually, true automation remains unavailable.

If you're interested in following the discussion, check out these community threads:

The Good News

One of Xero's biggest strengths is its app ecosystem. Thousands of apps extend Xero's functionality - including automating customer statements. While a few options exist on the Xero App Store, the simplest and most affordable choice is Statey.

Some of the other apps that offer statement automation either charge a premium (based on how many invoices you raise), or attempt to take over your debtors workflow entirely.

Statey keeps it simple. It connects directly to your Xero organisation, letting you schedule and send statements automatically in just a few clicks. It's designed to stay out of your way - no bloated debtor workflows, no unnecessary complexity. Just clean, reliable automation.

Automate your Statements in 4 Easy Steps

You can start by searching for Statey on the Xero App Store or head straight to the website

  1. Connect Xero & Statey
    Log into Statey and authorise your Xero account. Statey Xero Connection
  2. Set your schedule
    Choose when statements should send - e.g. the 1st of each month, or every Friday at 3 pm. Statey schedule setup
  3. Customise your email template
    Add a personal message. Statey supports dynamic tags like {{balance_due}} and {{overdue_amount}}. Statey email template customisation
  4. Review & go live
    You'll see a preview of upcoming runs, the recipients that meet the criteria for the smart filter you choose. You can pause a scheduled run, or exclude specific contacts if needed.

Once active, Statey automatically syncs customer balances from Xero and sends professional, branded statements - no clicks required.

But wait, there's more! 🤣

In addition to clean, simple statement automation, it also gives you powerful tools to manage your statement runs:

  1. Custom sender email - send from your own address for a professional look.
  2. PDF or Excel - choose your preferred statement format.
  3. Multiple schedules - send weekly to overdue customers and monthly to everyone else.
  4. Delivery logs - every sent statement is tracked with timestamps and delivery status.
  5. Recipient overrides - send statements to alternate addresses if needed.
  6. Flexible layout - include activity, summary, and ageing tables.

Xero is an incredible platform, not least because of its massive, high-quality app ecosystem. If you're looking to automate customer statements, Statey is the simplest, most affordable way to do it.