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Reporting: Aged Receivable Report - include customer credit limits and due dates of invoices

Ability to include customer credit limit and due dates of invoices in Aged Receivable report.

Purpose: To be able to get a better view of the customer’s ability to pay and the outstanding invoices.

29 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, rounding back from my last update - Credit Limits are now available to everyone within the Aged Receivables Summary report! 😊


💡You'll see a common format in the left side bar or  can customise the general report to include Credit Limit and Available Credit as columns within your own layout - More detail on the report here

Show previous admin responses (3)
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  • Tony Baulch commented  ·   ·  Report

    Can't believe that 4 years after this request was raised we still can't get a report showing clients and their credit limit :(

  • Andries Husselman commented  ·   ·  Report

    Looking forward to this as well! Please keep us up to date when this functionality available!

  • Len Ali commented  ·   ·  Report

    Looking forward to this!

    The last payment date is would also be useful!!
    Average debtors days by customer would also be useful!

  • MARIEKA EAKIN commented  ·   ·  Report

    Please add this into the Aged Receivables Report. This would save us a lot of time.

  • Luke Fisher commented  ·   ·  Report

    This is 100% needed. Running any size business means you need to know what credit limit a customer has compared to their outstanding invoices..

    Could be so simple to just include an additional column.

  • Monica Rossi commented  ·   ·  Report

    I echo the other members' comments - the credit limit should be added as a matter of urgency as it is one of the most basic information to have on reports that other accounting packages have as a standard, namely Sage.

  • Hayley Henretty commented  ·   ·  Report

    Seeing at a glance your customers approaching or exceeding their credit limit is a very important report to have. This field could be added to the existing aged receivable reports which would hugely assist with credit control accross the board.

    A report showing all customers (with or without a balance) and their credit limits for example adding the field to the contact export would be an important report in order to review credit limits accross the business & remove any no longer required.

  • Chris Core commented  ·   ·  Report

    This is really needed for cash flow control. Can't belief this is not readily available. We switched from Sage to Xero and have found xero reporting extremely limited and not befitting a product that is being rolled out to all size companies. Very dissappointed and no doubt nothing will be done about this.

  • Barry Jenkins commented  ·   ·  Report

    I need the credit limit on the aged receivables report urgently. Why isn't this an option? And why can't this report be edited by us?

  • Francois du Plessis commented  ·   ·  Report

    It is important for us to group our ageing by customer credit limit, e.g. COD, 30 days, 7 days etc.

  • Helen MacGregor commented  ·   ·  Report

    I need the credit limit on the aged receivables report urgently. Why isn't this an option? And why can't this report be edited by us?