Customer Statements - Ability to choose invoices
Send Statements, Outstanding, Select Date.
We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.
I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows the unpaid statements as at that date (remembering that 'Outstanding' has been selected.
Webstein Accounts
shared this idea
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Chloe Rizzo
commented
Would like Xero to consider a feature where you can omit certain invoices from a customer statement. In our situation we have NIL invoices for reporting and WIP Washup purposes for 3rd Party Platforms and these are for internal use only and no need for client to see them.
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Nicki Carter
commented
When using item code which is coded to a specific income account in new sales invoicing it seems either default to 207 or 208 Codes.
I have tried changing several times to 202 and saving, but everytime I go into invoice it comes up with either 207 or 208
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Nicki Carter
commented
I also need to be able to do this.
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Gary Washbourne
commented
I have similar issues where I would like to send a statement for a selected range of invoices that are outstanding but the lack of ability to select the invoices you would like to include in the statement is very frustrating. It would be appreciated if this could be included in the software the ability to select individual invoices.
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Webstein Accounts
commented
There's no way to only show outstanding invoices as at a certain date - xero support have confirmed this and suggested I add it as a 'suggestion' - i would find it very helpful to me
