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Another basic feature which Xero has missed. Surely can't be that hard to add!

I see this i a really common complaint, but has there been any update on adding this to the report? I've worked with template design and pulling from database in the background and I truly don't believe this is a difficult feature to add to keep xero users happy
. It would greatly benefit our company and our customers to have a running balance column added to the statement template. Every single other statement I receive from our own suppliers can display this data, I'm not understanding why this isn't something already in place on Xero.

It's far too time consuming to add up invoice values when it could be easily displayed on statement balance

Come on Xero, if Sage can do what we're all asking for (running totals, ageing split, total payments, I'm sure you guys can!

It's about time this issue is addressed, there should be different options to choose when sending out statements, you should have the option for running total and then boxes showing current month, month 1, month 2 etc. Perhaps it would be easier to change accounting package.

I'd like to be able to print statements showing "outstanding" and with a running balance but under balance column I only get individual invoice amounts! I'd also like it to show the customer payments as the total payment, not all the individual invoices matched to it.

I have a client who is requesting this functionality please.

Their customers have complained that this is not available on the statement.

Thank you.

On the Outstanding Cust Statements, will be great for the Balance column to be cumulative row by row, instead of PER row. Eg, see attached, if the Cust wants to pay all the June Invoices - they will need to manually add up. What is the point of a Balance column, if it is the same as the Invoice column. Yes, I am aware that it shows a partial payment of an invoice, but then maybe keep the PER ROW balance, and ADD a column for the cumulative one. Thank you :)

Many of our customers are requesting a running balance on their Statements as they have 50+ monthly invoices on their account and need to easily add up the total bank payment to pay (to avoid error payments). They do not want to see their full activity, only all invoices outstanding with a running balance on the end column and as not invoices are due for payment. We are wasting valuable time going back and forth with customers checking and confirming a monthly balance they need to pay. Can Xero offer this function? We recently moved from Sage to Xero and this was a feature on all statements.

I agree - clients only want to see 1 report showing there full activity. Why would you provide 2 statements? Creates a lot of extra work for no reason for all parties involved.

Statement needed for 'Contact"
We really need to have statements for Contacts with a running balance. We use the same Contacts for bill payments and also for invoicing, and want to be able to send them a statement.
We use Xero for several entities and all 3 have this issue.
Please put this as a priority as it does not look professional sending the contact an account transaction listing - instead of an activity statement by Contact.

Hi

I have had a client requesting the same. It make it easier for the customer to establish the balanace on account at the end of a set period and for the client to establish what has been paid to them.

Hi Kelly,

On the Contact Transaction reports it doesn't show total Invoiced amount. I will attach the example statement from our previous account system. If we could generate report or statement laike this, would be very helpful.
Thank you very much!
Kind Regards,
Ruta

Hi, It would be helpful to have following information on activity statement : Total Invoiced amount ( as on Invoice report) and all payment activities ( payment date and amount). Now we have to send two different documents for customers -Invoice report and the activity statement. Would be nice to have all required Information on one statement. Thank you!