Invoicing
An account statement provides a breakdown of unpaid invoices and the total amount due. Once created, Xero gives you a preview so you can print, email, or export the statement as needed.
HOW DO YOU USE THIS?
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Regular statements remind customers of outstanding balances, making it easier for them to track what they owe.
Automated payment reminders nudge customers before and after due dates, reducing the need for manual follow-ups.
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Allows you to schedule reminders and send bulk statements, saving you from manually chasing each overdue invoice.
Lets you focus on running your business instead of tracking down payments.
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Statements provide a summary of all outstanding invoices, preventing confusion for customers with multiple unpaid bills.
Reduces the risk of disputes by giving a full record of transactions.
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Friendly, automated reminders keep communication open without making payment requests feel personal or confrontational.
Helps customers stay on top of their payments without awkward conversations.
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Sending statements and reminders through Xero creates a record of communication, which can be useful if further action (like debt collection) is needed.
Shows customers a history of their payments and overdue amounts.
WHEN WILL YOU USE IT?
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Ensures reminders are sent before escalating to further action
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Statements provide a full view of outstanding balances and past payments.
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Helps track overdue amounts and plan follow-ups accordingly.
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Provides a history of reminders and oustanding payments.
IT ALL BEGINS WITH AN IDEA
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IT ALL BEGINS WITH AN IDEA ✦
ACCOUNT STATEMENTS
Go to Business > Invoices.
Click Print Statements.
Set the From and To dates to define the invoice range for the statement.
Under Client, choose the customer you’re creating the statement for—or select All to generate statements for every client in the file.
(Optional) Tick Payment Advice to include payment details and advice at the bottom of the statement.
Click Print to generate an online preview.
SENDING THE STATEMENT
Once you've created the statement, choose how you’d like to send it:
Print It – Click the Print icon and follow the prompts.
Email It – Click Email, fill in the recipient’s details, and hit Send.
Export It – Click Export and choose a file format. The statement will download to your device..