Send customer statements automatically in Xero

Update, 26 October 2026: AutoStatements has been discontinued and is no longer available. This launch post is retained for historical reference.

Today I’m launching AutoStatements, my second Xero add-on.

Sending customer statements is a small but important part of staying on top of cash flow. But preparing them manually each week or month is repetitive, easy to forget, and takes time away from running the business.

AutoStatements sends professional customer statements automatically from your Xero organisation.

Two kinds of customer statement

AutoStatements can deliver:

• Outstanding statements — a clear summary of what a customer currently owes.
• Activity statements — a record of invoices, payments, credits, and the customer’s balance over a selected period.

You choose the schedule, statement period, and which customers receive them.

For example, you might send outstanding statements every Monday, and activity statements on the first day of each month.

Send only the statements that matter

Not every customer needs a statement every time.

AutoStatements can skip zero-balance outstanding statements, so customers do not receive unnecessary emails when their account is already up to date. You can also exclude particular contacts where a statement should not be sent.

The goal is simple: connect your Xero organisation, choose a schedule, then let the routine work happen in the background.

Built for small businesses using Xero

I built AutoStatements for businesses that want a straightforward way to keep customers informed without setting up complicated collection workflows or manually exporting statements every month.

Statements are generated from your Xero data and sent directly to your customers by email.