How to send a customer statement from Xero

Annette Ferguson

Annette Ferguson

How to send a customer statement from Xero

From Sales, click on Send Statements.

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The Statement Type dropdown menu offers a choice of Activity or Outstanding.
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The Activity Statement will show all activity within the selected date range. If there are invoices still unpaid from before the date range you’ve selected, these will be summarized as a brought forward balance. Then all invoice and payments received within the selected period will be listed, giving you a total due balance at the end.
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The Outstanding Statement type will show all invoices with outstanding left on them as of the date you selected. 
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So choose your statement type and then change the date accordingly. Select the customers either individually or use the Select All checkbox, and then choose either Print or Email.
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That’s how to send a customer statement from Xero.

Thanks ever so much for taking the time to read my post I truly hope you’ve found it useful and insightful. If you have any questions feel free to contact us!

I am Annette Ferguson, CEO of Annette & Co. Chartered Accountant, Profit First Professional and creator of the Business Wealth Engine. We’re also SUPER social so don’t forget to follow. Here’s to your success!

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