Can Xero send statements automatically? No, but here are the workarounds.

Summary

• Xero can’t send statements automatically: there’s way to schedule this.
• Manual workaround: you can email statements to many customers at once, but you have to start each run yourself. Sales > Send statements, tick the customers, then Email.
• When you need a tool: once statements become a recurring job across lots of customers, or you’re dealing with multi-entity billing, doing it manually starts costing real time.
• Statey: cheapest option, from £8/month, with a free 32-day trial. The £8 plan adds a watermark and sends from Statey’s domain, not yours. £18/month removes the watermark, and £40/month lets you send from your own domain.
• Trove: £65/month, adds automated chasing if a statement goes unanswered, two-way Xero sync, and AI-suggested replies when customers respond.

Is Xero adding automatic statements?

Not yet. The Xero product idea for auto-emailed statements was posted in November 2015 and has 1,175 votes. It’s marked “In discovery”. On 5 August 2026 Xero’s community team said it’s a feature they’re “keen to develop”, but there’s no date.

Until it ships, you either send statements manually or use an app. Adding your vote to the idea costs nothing and helps.

How to send statements to all your customers at once in Xero

You don’t have to open each customer. Xero lets you pick everyone who needs a statement and email them in one batch.

1. Go to Sales and select Invoices. Within invoices, choose Send statements.
2. Pick Outstanding or Activity, set the date (or date range for activity statements), then click Update.
3. Tick the customers you want to send to. Use the tick box at the top to select the whole list.
4. Click Email, check the message, then click Send.

To send one customer a statement, tick just that customer on the same screen. The catch is you will have to do this every month. There’s no way to set up a regular schedule, skip a customer automatically or chase one who ignores the statement.

If you post statements, tick the customers and click Print instead of Email, then print and post them yourself. Trove can post them for you instead - we cover posting in how to chase overdue invoices by letter from Xero.

If you just need to chase one overdue invoice, here’s how to send a Xero invoice reminder manually.

Outstanding vs activity statements: which to send

Xero gives you two different options for sending statements:

• Outstanding statement shows only the invoices a customer still hasn’t paid as of a chosen date. It’s the “here’s what you owe” view - the customer sees exactly what’s due and can act on it.
• Activity statement shows every transaction over a date range - invoices, credit notes and payments - like a mini account history. It’s useful when a customer wants a full record or is reconciling a period, but it’s noisier if your goal is simply to get paid.

Generally, an outstanding statement is the best bet and the one most customers will be expecting.

How to choose a tool for automating regular Xero statements

The manual route is fine for a few customers and the odd statement. You’ve outgrown it when statements become a recurring job. Here are a few things to look out for when choosing a tool to send statements.

1. Sending from your own domain. If your statement arrives from a third-party address - something like noreply@randomproduct.com - it’s more likely to land in spam or cause suspicion. Sending from your own domain keeps deliverability high and looks more professional.

2. Customer exclusions. Some customers won’t want automated statements. Maybe they’ve asked not to be contacted this way or you have a different arrangement with them. You need to be able to exclude individual customers without turning off the automation entirely.

3. Flexible cadences. Monthly works for most customers but not all. Your largest accounts might want statements fortnightly. A tool that only supports one fixed schedule can be limiting.

4. Chasing if there’s no response. A statement is useful. It reminds a customer what’s outstanding and gives them something to reconcile against. But if it lands and nothing happens, the next step is a follow-up. Some tools offer automation for this as well.

5. Statements for groups of customers. If one customer is spread over several Xero customers, like a holding company and its subsidiaries, you’ll want one statement for the group rather than one per company. It can work the other way too: one Xero customer whose departments or sites each want a statement for only their own invoices.

How to send statements from Xero automatically: two tools that plug into Xero

Statey - best for lowest cost

Statey does one thing: automated customer statements for Xero. At £8/month on the Starter plan, it’s also the cheapest option available.

On the £8 plan, there are two drawbacks:

• You must include a Statey watermark on your statement
• You cannot send from your own email (e.g. accounts@company.com), it has to come from Statey’s email. This can trigger spam alerts or mean the customer ignores the email.

If these limitations are fine for your business, it’s hard to argue with the price. The Standard plan (£18/month) removes the watermark. To send from your own domain, you need the Pro plan (£40/month), where you set up your sending domain yourself with a DNS check.

Standard also adds Excel copies of each statement and multi-currency statements. Pro lets you run separate schedules for different groups of customers.

Statey does also offer automated age analysis, essentially bucketing your invoices into those 30 days, 60 days or 90 days overdue. They are the only option that offer this and it is available on all three of their plans.

Statey offers a free 32-day trial, so you can test it before committing.

Trove - best for statements and chasing

At £65/month, Trove costs £25 a month more than Statey’s own-domain plan but covers significantly more ground:

• If a statement goes ignored you can follow up automatically with a chasing sequence (Trove’s data shows about 75% of paid invoices are paid within two chasing emails).
• Trove has a two-way sync with Xero so any notes and activity in Trove are synced back in
• If customers reply to your statement emails, Trove’s AI suggests actions and next steps
• On the Integrated package (£140/month), parent customers send one statement for a group of related Xero customers, and sub-customers can split one customer’s statement by department or site.
• Posted statements: Trove can post statements for you, so customers who still pay from paper get a printed copy on the same schedule as everyone else.

A statement on its own doesn’t always get paid. If a customer ignores it, Trove follows up with a chasing email. Trove’s data on invoices chased since July 2025 shows half of the invoices that get paid are paid after one reminder, and 75% are paid within two reminders.

It also comes with a free trial at 30 days.

Comparison of Xero plugins for sending statements

	Statey (£8/month)	Statey (£40/month)	Trove (£65/month)
Sends from	statey.app	Your email domain	Your email domain
Watermark on PDFs	Required	-	-
Flexible cadences	Max 1 cadence	Separate schedules for different customer groups	Unlimited
Automated chasing included	✗	✗	✓
Payment policies included	✗	✗	✓
Consolidated statements for customer groups	✗	✗	✓ (Integrated, £140/month)
Posts statements	✗	✗	✓
Age analysis	✓	✓	✗
Free trial	32 days	32 days	30 days

Statey’s Standard plan (£18/month) also removes the watermark, but still sends from statey.app.

Statey can target a Xero contact group with a statement run, but each customer in the group still gets its own statement. Trove’s consolidated statements come with parent customers on the Integrated package.

Conclusion: which is the best tool for automating Xero statements

Sticking with the manual process may still be best. Time how long it takes you to complete the manual steps and if it’s less than an hour a month, it’s probably not worth automating at all.

If you do decide to buy a tool to automate the process, the cheapest plan on Statey covers the basics. There will be a Statey watermark on your statement and it will come from @statey, not your email. If this works for your business, go with their £8 plan.

If you want emails to come from your domain to ensure good deliverability, Trove is the best all-rounder. It includes sending statements from your own email address, multiple cadences, exclusions, and invoice chasing if there’s still no payment.

Frequently asked questions

Can Xero send statements automatically? No. Xero can email statements to many customers in one batch, but it can’t schedule them. To send them every month without doing it yourself, you need an app such as Statey or Trove.

Can I send statements to all my customers at once in Xero? Yes. Go to Sales > Send statements. Tick the customers (or the whole list), click Email, then Send.

Is Xero adding automatic statements? It’s on Xero’s list. The idea has 1,175 votes and is “In discovery”, and in August 2026 Xero said it’s keen to build it. There’s no release date.

How do I send statements from Xero automatically? Connect a statement tool to your Xero account, choose which customers get statements and how often, and pick the statement type. The tool then pulls the figures from Xero and emails each statement on schedule. Statey starts at £8 a month. The comparison of Xero statement tools above covers what each one includes.

Can Xero send one statement for a group of customers? No. Xero produces a statement for each customer, and you can’t send a statement to a contact group. To send one statement for a group of companies, download each company’s statement and combine them, or use a tool that groups customers. Trove does this with parent customers.