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Outstanding Credit Notes, Overpayments Prepayments Report

Report to show all open (unallocated) Credit Notes, Overpayments and Prepayments in orginal currency.

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Stuart Prime shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, this is actually already possible through the use of the Payable and Receivable Invoice Summary and detail reports. 


You can adjust the filters of the report to only select Overpayment, Prepayment and Credit note Source items, as well as set the Status so you only view Draft and Approved items. 

Once set up Save as custom, so you can easily access this view anytime. 🙂

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  • Stuart Prime commented  ·   ·  Report

    We have many clients paying proforma (in advance) and we need to ensure that we allocate all payments and ensure that all invoices have been raised and approved.