Customer Statements - Ageing (30, 60, 90days)
It would be great if we could add ageing on client/customer statements. (Current, 30, 60, 90 days) Many clients have requested that the ageing be displayed on their statements. Current, overdue and total isn't detailed enough..
Sandra Tucker
shared this idea
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Bruce Hooper
commented
It makes the selling of Xero a problem when this basic functionality is missing.
IT would be appreciated if it can be added soonest. -
Jacqueline Savage
commented
The current statement layout is like none I have seen before. Could we please have a template that will include 30, 60 and 90 days like other software.
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Mike Rogers
commented
The age analysis is a critical feature required for our statement to clients - many other accounting software offer this as standard
It is also a go/no go hold point on viability of Xero for our business
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Gayo Primic
commented
Please have a way to add an Age Analysis on the Footer of Statements.
(See screen-shot from Sage)
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Andrea Jacobs
commented
This is a critical business requirement for us and there are quite a few Xero companies with the same requirement, as per topics & discussions in XeroCentral.
Could this please be considered and communicated to your development team?
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Rynelle Eksteen
commented
This is becoming extremely urgent and as this has been ongoing since 2013 it will be great if you can look into it please
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Gary Greyling
commented
Theres a plugin that can do this, and automate the sending of statements. Check out https://www.statey.app
It allows you to pick how you want to calculate the breakdown. Eg: by invoice date or due date. And whether you want to bucket by exact days passed, or by calendar months.
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Xero Community Team
commented
Ability to break down a statement into periods.
Purpose: To help customers reconcile individual months outstanding and helps in getting payments from them as they are looking at smaller figures rather than one lump sum.