In this tutorial, we'll show you how to automatically generate and send comprehensive activity statements to your customers directly from Xero (with Paidnice). You can do this alongside existing Outstanding statements, or in replacement of.
Activity statements provide your customers with a complete view of their account history, including all invoices, payments, credits, and current balance.
Unlike traditional outstanding statements that only show unpaid invoices, activity statements give your customers the full picture, reducing payment disputes and improving your cash flow.
Activity Statements vs Outstanding Statements
Outstanding Statements Show
Current unpaid invoices.
Invoice dates and amounts.
Aging analysis (30/60/90 days).
Total balance due.
Best for: Collections focus and payment prioritization.
Activity Statements Show
Complete transaction history.
All invoices, payments, and credits.
Running balance after each transaction.
Partial payments and overpayments.
Opening and closing balances.
Full audit trail.
Best for: Account reconciliation and dispute resolution.
Why Activity Statements Are Essential
Customer Benefits
Activity statements provide clarity that outstanding statements can't:
Complete visibility: Every transaction in chronological order.
Running balances: See exact balance after each event.
Payment verification: Confirm when and how payments were applied.
Reconciliation ease: Match their records to yours.
Dispute prevention: Clear history prevents misunderstandings.
Setting Up Activity Statements in Paidnice
Step 1: Enable in Statement Policy
Navigate to Policies in Paidnice.
Open your existing statement policy or create new.
Locate "Attach activity statement as PDF" option.
Check the box to enable.
Step 2: Choose Your Configuration
Option A: Both Statements
Send outstanding statement (primary).
Attach activity statement (supplementary).
Best for: Maximum information delivery.
Option B: Activity Statement Only
Exclude outstanding statement.
Send only activity statement.
Best for: Customers who prefer transaction detail.
Step 3: Configure Statement Period
Go to Organization Settings → Statement Settings.
Find "Activity Statement Preferences".
Set default period:
Last 18 months (default)
Last 12 months (annual view)
Last 6 months (recent activity)
Custom period (specific date range)
Need help implementing activity statements? Contact [email protected] for:
Configuration optimization for your business type.
Custom period recommendations.
Email template suggestions.
Portal setup assistance.
Remember: Activity statements transform customer relationships by providing complete transparency. The time invested in setup pays dividends through reduced support needs and improved customer trust.