Statey creates statements in PDF format and provides 5 sections
1. Header — 2. Outstanding Items — 3. Age Analysis — 4. Activity — 5. Footer
1. Header
Displays your customer's details on the left and your company logo and information on the right.
2. Outstanding Items
A list of the customer’s unpaid invoices and unallocated credit notes.
3. Age Analysis
A breakdown of the customer’s outstanding balance by age columns or buckets.
4. Activity
A detailed list of the customer’s transactions, including invoices, credit notes, and payments.
You can cancel any time. No credit card required.
Features and Plans
Starter Plan
$ 10 per org, per month
All statement sections
Header (with custom logo), Outstanding Items, Age Analysis, Activity, and Footer.
Automated sending schedule
Automatically email statements to your customers on a weekly or monthly schedule. More info
Personalised email template
Customise the email sent to your customers and use dynamic fields. More info
Statement sending history
View all previously sent statements. More info
Delivery statistics
See who's receiving your statements and who isn't. More info
'Don't send' list
Exclude specific customers from being automatically emailed. More info
Customer search and filters
Quickly search for a customer or apply a filter to find a group of customers. More info
Manually send statements
Manually send statements to a single customer or to a group of customers. More info
Customer notes
Add private notes to a customer that you and your team can see. More info
Unlimited users
All of your team members with access to your Xero organisation can log in and use Statey. More info
Automatic Xero sync
Statey automatically begins sync'ing with Xero every 6 hours. More info
Email support
Get help with any issues or questions you have via email. More info
Standard Plan
$ 25 per org, per month
Everything in Starter plan
All features in the Starter plan, plus...
Custom recipients list
Select a Xero contact list and apply a filter to make your schedule more specific. More info
Multiple contact persons
Send statements to all of the contact persons linked to the customer in Xero. More info
Remove 'statey.app' watermark
Remove 'www.statey.app' from the statement PDFs. More info
Download recipients to Excel
Download lists of past and upcoming statement recipients to Excel. More info
Multi-currency support
Send statements to customers that trade across multiple currencies. More info
Pro Plan
$ 50 per org, per month
Pricing
Compare Plans
Starter
$
10
Per org, per month
|
Standard
$
25
Per org, per month
|
Pro
$
50
Per org, per month
|
|
---|---|---|---|
All statement sections |
|
|
|
Automated sending schedule |
|
|
|
Personalised email template |
|
|
|
Statement sending history |
|
|
|
Delivery statistics |
|
|
|
'Don't send' list |
|
|
|
Customer search and filters |
|
|
|
Manually send statements |
|
|
|
Customer notes |
|
|
|
Unlimited users |
|
|
|
Automatic Xero sync |
|
|
|
Email support |
|
|
|
Custom recipients list |
|
|
|
Multiple contact persons |
|
|
|
Remove 'statey.app' watermark |
|
|
|
Download recipients to Excel |
|
|
|
Multi-currency support |
|
|
|
Multiple schedules |
|
|
|
Custom sending domain |
|
|
|
You can cancel any time. No credit card required.