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..

Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks
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Barbara Mundell commented
Xero, most of our clients need this standard on their statements. I have clients who's default payment terms is 30 days from statement, so their clients require the age analysis on their statements. This is the only reason they will not move to Xero, please relook at your decision.
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Bruce Hooper commented
I find it unacceptable that Xero is not looking at this basic functionality. I think Xero needs to rethink this, failing that many accountants will be rethinking their Xero as a suitable offering.
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Jenny Johns commented
I cannot believe you have sent this update. I'm embarrssed to tell my clients who have asked for this feature.
One of the clients I told yesterday said they need the trail in Xero which show when statements and invoice chasing has occurred in case of having to take legal action against debtors.
I deal with supplier statements on behalf of my clients every day and I'd say 90% of them have the aging, with Xero ones being in the 10% not showing30, 60, 90 days and statements which must be produced from a few other a few other types of software.
Xero is world class accounting software. This is a fundamental task.
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Adele Dixon commented
Please add the ageing, it should be a standard feature & I don't understand why it is not possible.
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Lucy Moore commented
Great work Xero, completely missing the reason why this is important. i do not have time to manually run and check this report for 200 customers every month. If you think this is a solution then i think we have issues. Its not even like you can export this report in bulk with a customer per page and automatically save each page individually, it requires a lot of manual intervention and i expect more form a digital platform.
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Timea Hoskins commented
I think you're missing the point here Xero...for most businesses it is standard practice for you to send your customers a statement - and a lot of customers will only pay on receipt of a statement. To have the outstanding items shown per your standard terms (be that 30days, 60days or even calendar months) is a basic accounting requirement.
Please look at this decision again. Thanks.
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Nikki Moran commented
Disgraceful - this is a basic expectation from any accounting program
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Tracy Thompson commented
Extremely disappointing, maybe its time to look at an alternative software for our clients that does offer this function!
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Johan Potgieter commented
This is just extremely dissapointing.
Especially after you state the obvious - "we know this idea has a lot of interest"
Unfortunately, most customers pay 30 days on statement. So unless the Statement gives the 30 days portion CLEARLY, whilst showing the movement and ensuring they have all the latest invoices of the past month ready for payment in the next... This creates a lot of headache and I have a lot of clients thats is constantly asking.
Then Xero is constantly talking of making things beautiful... Have you had a look at the Statements section?? It is still the OLD Xero look - So the hope and the expectation has been that when Xero started moving to the NEW INVOICING the Statements on which that invoicing is based will also receive some love.
So unfortunately, the very poor workaround given above, adds to the frustration and does not take away from it.
I realise that Xero will probably never read what I have just written - considering the amount of feedback we get on these requests - even though this particular request has been coming on for YEARS! I am talking before 2017 period.
So unless there is doubt - This function is an Accounting System BASIC - not a gimick or nice-to-have. And the expectation from every business owner is that this is included - it is not specifically asked, becuase it is like asking if water is wet - it is a universally accpeted fact... but here we are... the Xero community stading corrected in the desert where water is dry.
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Cass Moore commented
Oh, I thought this was a request to add 30,60,90 days to the statements that are emailed to each customer.... not to the report about customers as the reply from xero seems to refer to - we already do that.
But it would be great to email a customer a statement that shows the portion owing for that month, and each previous month, ie: 30,60,90 days - as in Sandra Tuckers attachment
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Anne Norman commented
Just another reason to look at other programs. This is ridiculous.
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Megan Shell commented
How do you know when it's time to give up on your accounting platform? When they refuse to implement easy fixes that are standard in almost every other accounting platform.
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Catherine Lynch commented
I'd say you're right. I like Xero, but I miss some of the features that Quickbooks had. Ireland is not a big enough market for them to invest in these things for us, but while ageing 30,60,90 days isn't a huge thing to me, I would have thought it an indispensable feature for any accounting package. Personally I miss being able to create partial invoices from a quote and being able to go back into the quote to see what was invoiced and what is left. I don't see why that's such a difficult thing to have either. Is it a feature available in other jurisdictions? If not that would be pretty poor from Xero. If it is, I can't see why it's not available to us.
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Tracy Thompson commented
Why is this not included on the customer statement as standard?? Now we have to look at Statey App as an add on to achieve the very thing that should be included in XERO
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Riaan Badenhorst commented
@Sandra Tucker. It think so too, or maybe they just don't want to. Maybe more concerned on planning the next Xerocon?? Not sure. Just very dissapponted, not only on this features, but a couple of other features that accountants and users asked for that is considered standard. What ever the reason is, maybe 340+votes is not considered important as the other less voted (15+votes) that was implemeneted. I'm just tired of being frustrated....
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Penny KENNEDY commented
I really can't understand how this is not apart of Xero. I'm new to Xero & have just discovered this due to my customer complaints.
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Sandra Tucker commented
I'd say that xero doesn't monitor this forum as I first thought since I made the suggestion mid last year. And I'm sure this has been suggested way be for I did. The fact that there is a 3rd party app that would solve our issues, they don't intend to make the changes. I believe we pay enough for the system as it is and should be a standard feature. But sadly I don't think they are listening to the users of their software.
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Gary Greyling commented
I agree that this should be part of Xero. In the meantime, there is an app called "Statey" on the Xero App store that can do this for you. While you wait.
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Adele Dixon commented
I agree Catherine Guiver, so many disappointments with XERO.... Customer/Supplier detailed ledgers, Statement Ageing, Date stamps on Reports missing.... all very basic features.
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Catherine Guiver commented
In support of the comment by Michelle D, I feel that there are many user suggestions on here, and Xero never seem to do anything about any of them. We thought this system would be a cloud based improvement on Sage, but it really isn't, and many of the features that we bought into turn out to be so low level as to be worthless. We're very disappointed.