Statey is certified by Xero
How to Automatically Send Customer Statements in Xero
Manually sending statements in Xero can be time-consuming and easy to forget. With Statey, you can schedule automated statement delivery, making sure your customers always get their statements on time — without the manual work.
1. Define a Smart Group
Use smart filters to create dynamic contact groups. Target customers based on their balance, activity, or other criteria.
2. Create a Custom Schedule
Set up automatic statement runs on a weekly or monthly basis. You can create multiple schedules for different customer groups.
3. Personalise the Email Template
Customise the email that accompanies your statements. Use dynamic variables to personalise each message automatically.
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
Multiple contact persons
Send statements to all of the contact persons linked to the customer in Xero. More info
Standard Plan
$ 25 per org, per month
Everything in Starter plan
All features in the Starter plan, plus...
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
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 domain
Send statements from your own domain, instead of 'statey.app'. More info
Advanced statement headings
Use our advanced editor to customise your statement headings. More info
Pricing
Compare Plans
Starter
$
10
Per org, per month
|
Standard
$
25
Per org, per month
|
Pro
$
50
Per org, per month
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| All statement sections |
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| Automated sending schedule |
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| Personalised email template |
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| Statement sending history |
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| Delivery statistics |
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| 'Don't send' list |
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| Customer search and filters |
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| Manually send statements |
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| Customer notes |
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| Unlimited users |
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| Automatic Xero sync |
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| Email support |
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| Multiple contact persons |
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| Smart recipients list |
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| Remove 'statey.app' watermark |
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| Download recipients to Excel |
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| Multi-currency support |
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| Custom contact people |
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| Multiple schedules |
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| Custom sending domain |
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| Advanced statement headings |
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You can cancel any time. No credit card required.