Statey integrates with Xero to automate and improve customer statements.

Set up a schedule to automatically send statements to your customers weekly or monthly. Statements are attached to the emails in PDF format.

You can also download or manually send statements at any time.

Key features

• Automatically send customer statements of account (SOA's) on a weekly or monthly schedule.
• Add age analysis (30/60/90-day ageing buckets to your statements).
• Upload your logo to appear on your statements.
• Customise your statement by choosing to hide or show each section — Outstanding Items, Age Analysis, Activity
• Manually send or download statements whenever you want.
• Customise your email template.
• Email variables to insert information such as customer names and statement dates.
• Full sending history with a copy of the PDF sent.
• Delivery statistics to see which emails deliver or bounce.
• Keep private customer notes to share with your team or for future reference.
• Set up multiple schedules for different lists of customers on different dates. (Available on our Pro Plan).
• Custom sending domain to improve deliverability and professional image. (Available on our Pro Plan).