Send a Xero Statement of Account on WhatsApp
Yes. AeroChat works directly with Xero. A customer asks for their statement, and AeroChat reads their outstanding and overdue balance, the aged receivables for their account and each open invoice in Xero, and sends the summary in the chat with a link to every open invoice.
This recipe gives a customer a clear statement of their account the moment they ask, built from Xero’s own figures. Part of connecting Xero to WhatsApp and AI chat.
What happens today
At month end, trade customers message to ask what they owe before they run their payments. Someone in accounts opens Xero, runs the statement or the aged receivables for that contact, exports it and sends it. When ten customers ask on the same day, the last ones wait, and their payment run goes out without your invoices in it.
The flow that works
- The customer asks for their statement or what they owe.
- AeroChat matches them to their contact in Xero and confirms it is them.
- It reads the contact’s outstanding and overdue balance, and the aged receivables report for that contact.
- It lists each invoice awaiting payment with its date, amount due and due date, overdue ones first.
- It sends the online invoice link for any open invoice they want, and hands disputes to your accounts team.
What it looks like on WhatsApp
Customer: Can I get our statement? Doing payment run on Friday. (example)
AeroChat: Here is your account as of today. Total outstanding S$4,120.00, of which S$1,270.00 is overdue.
AeroChat: Overdue: INV-1019, S$1,270.00, due 31 October. Not yet due: INV-1061, S$1,600.00, due 30 November, and INV-1084, S$1,250.00, due 10 December. Would you like the invoice links?
In Xero: nothing changes. AeroChat read the contact’s balances, the aged receivables report and the open invoices.
The recipe
Copy this into AeroChat
When a customer asks for their statement or what they owe, follow these steps.
- Match them to their contact in Xero by company name, email or phone number. If you are not sure it is them, ask for a recent invoice number to confirm.
- Read the contact’s outstanding and overdue balance, and the aged receivables report for that contact as of today.
- List each invoice awaiting payment with its invoice number, date, amount due and due date. Put overdue invoices first.
- Give the total outstanding and the total overdue.
- If they want copies, send the online invoice link from Xero for each invoice they ask for.
- If they dispute an invoice or say a payment is missing, collect the invoice number, the date and amount they paid, and hand the conversation to our accounts team.
- If they ask for the formal statement document, tell them our accounts team will send it and hand the conversation over.
Never change an invoice or record a payment. Never share another contact’s account. Reply in the customer’s language.
Add your payment terms and bank details to your knowledge base before you paste it.
What to connect
- Xero. Approve access through Xero’s sign-in screen when AeroChat asks, including access to reports. There is no API key to copy. You can remove the connection at any time from the connected apps list in Xero.
- Your knowledge base. Add your payment terms and how customers can pay you.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Xero, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Xero’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- How AeroChat confirms who the customer is before it shares the account.
- Whether the summary includes invoices that are not yet due.
- Who handles disputes and sends formal statements.
The result to expect
Customers know exactly what they owe before their payment run, so your invoices make it into the run. Your accounts team only handles disputes and formal statements.
Measure it with your own numbers: statement requests handled by hand per month, and overdue balances at month end, before and after.
Next: answer invoice payment questions from Xero, or send Xero invoices in chat.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your website and email, with the same Xero connection behind it. See every channel on the Xero integration page.
Send statements from Xero in chat
Paste the recipe, approve Xero access, and ask your own number what a customer with an overdue invoice owes.
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