How to Automatically Send Statements in Xero (2026)

Xero can't send customer statements on a schedule; someone has to start every run by hand. This video shows the manual way in Xero first, then the same job set up once in Statey for Xero, so statements go out on time without anyone remembering.

Chapters

1. 0:00

   Can Xero send statements automatically?

   Not yet. In Xero you tick your customers, choose Send statements and email them, by hand, every time.

2. 0:32

   The Statey dashboard

   Statey is a certified Xero app that stays synced with Xero. Your statement run lives on the dashboard.

3. 0:44

   Setting the schedule

   On the Automated Run tab, choose how often statements go out: every 1 to 15 weeks or months, on a set date like the 1st or a named day like the last Friday, at the hour you pick.

4. 0:56

   Choosing who gets statements

   Send to all customers or a Xero contact group, and filter to only customers with an outstanding or overdue amount.

5. 1:16

   Email template and statement content

   Write the email once, with fields that fill in for each customer, then choose what the statement shows.

6. 1:36

   Age analysis buckets

   Add an age analysis table with eight bucket presets, from 30/60/90 to weekly 7/14/28.

7. 1:48

   Activity, PDF or Excel

   Show activity as well as outstanding items, and attach the statement as a PDF, an Excel file, or both.

8. 2:04

   Previewing the statement

   See the statement exactly as your customer will get it.

9. 2:20

   Preview before it runs

   Before a run, Preview shows the send date, the statement period, who's included and who's missing an email address.

10. 2:44

    Sent items and free trial

    After each run, Sent items keeps a copy and shows, per recipient, whether each statement was delivered or bounced. Statey is free for 32 days, no credit card.

Prefer to read? How to send statements in Xero, step by step