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Contact report / export - Including credit limits and terms

Report listing all customers including contact details, credit terms and credit limits

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James Davey shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.

From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.

When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks

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  • Rob Thompson commented  ·   ·  Report

    Yes - this is an incredibly IMPORTANT requirement as many Xero users will be running invoice discounting finance solutions where CONSTANT monitoring of customer CREDIT LIMITS is required due to business banking imposed credit limits. Keeping them both in line with each others requires a manual customer list to be maintained OUTSIDE of Xero, which is tedious and time consuming to maintain and issue monthly. Please just add the CREDIT LIMIT field to the contact/ customer list report or something similar.

  • Victoria Young commented  ·   ·  Report

    Customer csv is missing this one vital field - please add to road map for future updates, also a credit limit date on accounts & reporting would be extremely useful!

  • Matt Leech commented  ·   ·  Report

    Could be added to customer export???? It appears to be one of the only fields missing

  • Ruth Ball commented  ·   ·  Report

    Hi Kelly,

    I was already aware of this workaround but it's not useful as it excludes any customers who currently have no balance.

    By "terms" I mean credit terms ie. payment is due 30 days from invoice days.

  • Alison Harvey commented  ·   ·  Report

    Terms in this context means how long they customer has to pay - 30 days net, 30 days end of month etc.

    Great to know it is available on a report does this mean it is also available on the api?

    It would still be helpful to be able to import them on the contact though.

  • Carl Childs commented  ·   ·  Report

    For credit control it would be great to see the list of customers with their credit limit and current balance on thier account (Surely this should be easy to sort out as the information is already entered.

  • sarah Noble commented  ·   ·  Report

    This would be so helpful , especially when you have alot of customers

  • Elaine O'Brien commented  ·   ·  Report

    This would be an important tool for credit control at the moment we need to create a manual spreadsheet. All I need to see right now is the credit limits and the credit terms.

  • Barbara Mundell commented  ·   ·  Report

    This will ensure that we can enforce credit limit and help us understand the exposure of our client.

  • Mphokame Energy (Pty) Ltd commented  ·   ·  Report

    This is extremely important for the bank to pull this information on a regular basis as the customers list keep growing. Our debtors book has been insured and keeping this list updated manually causes human errors.

  • Balinda Sutton commented  ·   ·  Report

    As you can export other contact details, would be great if the export includes every field listed when setting up an account. If all fields can be exported the user can than filter out what is not required at the time. Better to have to much info than not enough. Would also be great to have last sale/purchase date.

  • Natalia Osorio commented  ·   ·  Report

    It would be so useful to have a report like this one where I can see contact details. Please implement ASAP.

  • Julie Symes commented  ·   ·  Report

    This would so useful for our our gift aid claims

  • Trung G commented  ·   ·  Report

    Yes I totally agree. This should be a basic report listing one of your most essential part of the business. Your Customers. Please implement ASAP.

  • Stuart Castle commented  ·   ·  Report

    Being able to view/export all your credit limits in one place should be a no brainer simple process and I can't quite believe the functionality isn't already in place

  • Joanne Goddard commented  ·   ·  Report

    could this not be added to the export available for contacts. Seems to be the only column missing from this export

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