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Invoices - Add invoice notes to age receivable report

Receivable invoice summary- add notes column - if notes are made on why invoice are not yet paid. can we run an age receivables report, that also includes the notes on an invoice please

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Carla Grove shared this idea  ·   ·  Report…  ·  Admin →
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  • Amanda Hensberg commented  ·   ·  Report

    I would love to be able to see the notes that I make on an overdue clients invoice in the Aged Receivable report. At the moment I am needing to update a excel spreadsheet for this information on a daily basis. It would be easier to add the note to the invoice and then pull the report if the invoice is still outstanding.

  • Celie Brown commented  ·   ·  Report

    Aged Receivables Detail Report - could the notes for invoices be included as a tick box under the columns. This would allow a quick reference point to see how many times the customer has been contacted regarding requests for payment and then allow for the conversation with the client re debt collection processes.

  • MARTIN EDGE commented  ·   ·  Report

    This is critical at the invoice / credit note / open item level on both AR and AP that "credit control" or "accounts payable" notes can be pulled through onto the various AP and AR reports. I think Xero need to add a "Note Type" when adding notes to an open item on AR and AP and then pull those notes through onto the report.

    There is also a case for the ability to add a similar note at the contact level (customer / supplier) as well as at the detailed open item level, and have that note pull through on the reports.

  • Catherine Madden commented  ·   ·  Report

    This is one of the reasons why I'm currently researching a Xero partner app which will manage the debt collection notes better.

  • Bronwen Watson commented  ·   ·  Report

    I would like to see notes appear on the Awaiting Payment Invoice screen for quick view. this would be especially helpful for expected dates.

  • Nicola Barnett commented  ·   ·  Report

    This is critical for chasing clients - quickly having access to notes for each invoice and multiple invoices when speaking with customers.

  • Cassie Goodwin commented  ·   ·  Report

    This would really help with our reporting for aged receivables

  • Rikke Frandsen commented  ·   ·  Report

    I would really like to be able to do this too!
    It would be VERY useful to be able to add Notes to reports so you dont have to re-type Notes every time you run a new report.

  • Alicia Sizemore commented  ·   ·  Report

    I think it would have to be the aged receivables detailed report

  • xSource Control Tina M. commented  ·   ·  Report

    Ability to show details on notes or comments from AR Invoices to Invoice detail summary or/and Aged Receivables report.

    Purpose: With notes and comments, users will have extra details about the invoices that the customers are supposed to pay/process.