How to Send Customer Statements in Xero
- George Apostolov
How to Send Customer Statements in Xero: step-by-step guide
On Xero's main dashboard, head over to the top menu bar and click 'Contacts'.
Choose 'Customers' from the list of options.
After that, find and select the contact to whom you wish to send the statements.
Tap the 'More Options' button in the top-right corner.
Subsequently, choose 'Send Statements'.
Specify the statement type and the date, then tap 'Update'.
Once done, click 'Email' to proceed.
One by one, provide the required information.
Following that, click 'Send'.
After completing these steps, the customer statements will be sent to the selected contact.
Quick answer: To send customer statements in Xero, navigate to Contacts and select Customers. Choose the target contact, click More Options, and select Send Statements. Specify the statement type and date, click Update, then click Email. Enter the required information and click Send to deliver the statements.
About this Xero tutorial
Easily email customer statements in Xero by navigating to contacts, selecting the customer, and configuring the statement details. This guide shows how to send Customer Statements in Xero in 10 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Contacts'" and finishing with "After completing these steps, the customer statements will be sent to the selected contact". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to send Customer Statements in Xero?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Set Up a New Xero Subscription From Scratch, How to Set Up a Paid Parental Leave in Xero and How to Set Up the Annual Leave in Xero. Last reviewed 05 Oct 2026.
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