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
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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Jacqueline Savage
commented
Hi
Thank you Gary. The Statey app would definitely add the 30-60-90 day aging to the xero statements but unfortunately a minimum fee of £5 per month is a lot to pay for what should be standard.
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AJ (Celeste') Langeveldt
commented
Hi Gary,
Can you shed some light on the cost concerning this "add-on" once the free trail period as ended ? Surely this should be included as function, not be an extra paid service to be downloaded
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Gary Greyling
commented
Hey Julieanne
You should check out "Statey" on the Xero App Store.
It adds the 30-60-90-day aging to statements. And allows you to customise the calculation to be based on invoice or due date.
It can also automatically send the statement to all overdue customers.
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Julieanne Charles
commented
I totally agree with this option being critical and added to statements. We have found that our Clients like to be able to pay by period and we have even had some Clients who say that they use the period analysis at the foot of our current statements, from another system, to ensure that they are not getting behind as it shows straight away if they have any that are say over 60 days late.
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Simone Nelson
commented
We have customers ringing to clarify exactly where their accounts stand at 30, 60, or 90 days. The statements are confusing and the template needs to reflect how WE want them to look.
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Gary Greyling
commented
Hey Steph, I had a typo in the link. Try it now :)
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Ja-nine Branford
commented
SOA must reflect statement periods as a matter of urgency. Its getting to the point where it will be a factor in me moving accounting software if this doesnt happen.
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Jan Ng
commented
The SOA showing the ageing period on the statement are Critical . Xero’s statement can currently only show overdue, current and total, which is not acceptable for all company in the market. This is the basic criteria a SOA should have these summary in order to let our customers know the outstanding period when they want to find out the actual ageing period they owe to us.
Do implement this function as soon as possible. Thank you !
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Steph Walsh
commented
the stayey.app website does not work on internet
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Gary Greyling
commented
Hey Nicole, you can do this with a plugin called Statey - see https://www.statey.app
It enables you to add 30/60/90 day aging by invoice or due date. You can also configure it to automatically send the customer statements each month or week.
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Gary Greyling
commented
In case ya missed it below, there is a plugin that does this: https://www.statey.app
You can configure ageing to calculate on due date or invoice date. And you can have Statey send the statements to overdue customers automatically.
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Simon Gabriel
commented
Kindly implement this very soon.. all other accounting softwares been having this for years.. appreciate it.. Thanks
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AJ (Celeste') Langeveldt
commented
We need Xero to allow us to sort a statement in due date also. I agree with some of the other comments- overdue payments and aging should be shown
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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. -
Nicole Rousseau
commented
Ageing periods on Customer Statements - Can you please add ageing on the customer statements. We have had numerous clients leaving or moving away from Xero because it doesn't have this function.
We cannot continue to loose clients because of this, specially not when the desktop packages or competitors like Sage offer this in their package. -
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