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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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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AdminXero Team
(Admin, Xero)
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.