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Features and Guides

Guides and instructions on Statey's features.

  • Header — Statement Section
  • Outstanding Items — Statement Section
  • Age Analysis — Statement Section
  • Activity — Statement Section
  • Footer — Statement Section
  • Automatically send statements to your customers
  • Personalised email template and placeholders (variables)
  • Statement sending history
  • Delivery statistics
  • Exclude customers from automated statement runs (ie. the 'Don't Send List')
  • Customer search and filters
  • Manually send statements
  • Customer notes
  • Users and permissions
  • Syncing with Xero
  • Recipients and filters for automated statement runs
  • Send statements to multiple contact people per customer
  • Remove 'www.statey.app' from your statements
  • Download recipients to Excel
  • Multi-currency support
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  • Features and Guides
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