Add 30/60/90-day ageing to Xero customer statements

Xero’s customer statements show what is owed, with current, overdue and total amounts. They don’t show an ageing breakdown such as Current / 1–30 / 31–60 / 61–90 / 90+ days. It is a long-running request on Xero’s product ideas forum, “Customer Statements – Ageing (30, 60, 90days)”, which Xero marked Not in pipeline on 8 March 2023. When Xero closed a related reporting idea it pointed to the Aged Receivables Detail report and said ageing on statements had no plans “in the foreseeable future”.

The manual way in Xero

1. In Xero, open the Aged Receivables Detail report.
2. Set the date, the ageing periods (for example three periods of 30 days) and whether to age by due date or invoice date, then filter it to one customer.
3. Export it (PDF, Excel or Google Sheets) and send it with the customer’s statement, from your own email.
4. Repeat for every customer.

It works, but it is one report per customer, and the report is not a customer-facing statement: commenters on the idea note that you can’t add your logo or edit what it shows.

What Ageline does

• Reads the export you already have: the Aged Receivables Detail report exported to Excel (.xlsx), or an invoice export with invoice numbers, dates and amounts. An optional contacts export adds emails and addresses.
• Makes one PDF statement per customer with an ageing table and every open item, with your business name, address, logo and how-to-pay details.
• Lets you choose the buckets: 30 / 60 / 90, 30 / 60 / 90 / 120, 15 / 30 / 45 / 60 or 7 / 14 / 28, aged by days past the due date or days since the invoice date, as at a statement date you set.
• Nets off credit notes and leaves out draft, voided and paid invoices.
• Gives you a ZIP with every PDF, an ageing summary CSV and a text file of suggested email wording.
• Runs in your browser. Your export is not uploaded and there is no Xero connection to approve.

What it doesn’t do

• It doesn’t email your customers. You attach the PDFs to your own emails.
• It doesn’t connect to Xero. It works only on files you export yourself.
• Ageline counts days from the statement date, while Xero’s report columns are calendar months, so bucket amounts can differ from Xero’s report even though the totals match.
• Xero’s report shows amounts in your base currency. For customers billed in another currency, use an invoice export with a Currency column: Ageline then makes one statement per currency.
• Statements use a standard PDF font, so characters outside Western European alphabets print as “?”.

Xero is changing statements. On 27 October 2026 Xero moved the idea “Customer statements – Ability to auto email Statements” to In development and invited a limited group of users to test a new statement list and PDF views, with scheduling and “more control over which columns you display on your statement PDF” listed as coming soon. If your Xero organisation gets a statement layout that already does what you need, use it.

More guides

• Send statements showing only overdue invoices
• Show days overdue on each invoice of a statement
• Turn the Aged Receivables Detail export into statements

Ageline is independent and not affiliated with or endorsed by Xero. Xero is a trademark of Xero Limited. This guide was checked against the linked sources on 27 October 2026; Xero changes its product, so check the current Xero Central article if a menu looks different.