Customer statements with 30/60/90-day ageing, from the export you already have.

Xero’s customer statements don’t show an ageing breakdown. Drop in an aged receivables or invoice export and Ageline makes one PDF statement per customer, each with a Current / 1–30 / 31–60 / 61–90 / 90+ day table and every open item. You get them all in one ZIP, plus an ageing summary. Nothing is uploaded: the files are read and the PDFs made in your browser.

1. Your business details (printed on every statement)

Business name Logo (PNG or JPG, optional) Address How to pay (bank details, payment link or reference to quote)

Saved in this browser only, so you don’t have to type them again.

2. Your receivables export

Xero’s Aged Receivables Detail report, exported to Excel (.xlsx), is the safest choice. Xero exports reports as PDF, Excel or Google Sheets. A CSV saved from Excel or Google Sheets also works, but in many regions it is written with a decimal comma (1.234,56): Ageline detects this, and asks you to choose under “Amounts in the file” when it cannot tell. An invoice export works too. It needs invoice numbers, dates and amounts.

Choose an Excel (.xlsx) or CSV file or drag it here · nothing is uploaded

Optional contacts export (adds emails and addresses):

No export to hand?

Statement date (as at) Age by Buckets Amounts in the file Dates in the file Dates on statements Only customers with overdue amounts

Free: the ageing summary covers every customer, and statement PDFs are made for the first 3 customers in each batch. The Practice plan makes them for every customer.

The ageing table Xero statements don’t have. Current, 1–30, 31–60, 61–90 and over 90 days on every statement, by due date or invoice date, with your own buckets if you prefer. Ageline counts days from the statement date, while Xero’s report columns are calendar months, so bucket amounts can differ from Xero’s even though the totals match.
Every customer in one go. One PDF per customer, named by customer, in a single ZIP. Credit notes are netted off, and draft, voided and paid invoices are left out.
Private by design. Your export never leaves your computer. There is no Xero connection to approve and no data stored on a server.
Send them your way. Attach the PDFs to your own emails. Ageline never emails your customers.

Ageing on customer statements is a long-standing, much-voted request on Xero’s product ideas forum: “Customer Statements – Ageing 30/60/90days”. Ageline is independent and is not affiliated with, endorsed by or connected to Xero. Xero is a trademark of Xero Limited.

Also from us: Carrytick turns client bank statement PDFs into Xero import files and checks every row against the printed balance.