Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices
The existing Customer Invoice Report has a "Paid" column. This column shows the payments allocated to an invoice. This column excludes any credits allocated to the invoice.
The new Receivable Invoice Summary report has a "Payments/Credits" column. This column shows the combined amount of payments AND credits allocated to an invoice.
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers (i.e. payments) and what amounts on invoices were not paid by paid by customers (i.e. credit notes).
Not having this information available will break an essential business process for us. We will not be able to fulfil our contractual requirements to our agents, where we pay them commission based on payments made by our customers (and not on amounts cleared by credit notes).
Please include or add this information to this report.
I've already reported this to Customer Service, and they directed me here.
Simon Papson
shared this idea
-
Kevin Maher
commented
Disappointing to see no answer yet in relation to this! I need it in my job too.
-
Kika Jacobs
commented
We require the report to show us paid invoices and not written off invoices
-
Darin Griffin
commented
Thank you for sharing this, this is exactly what we require also as I was using the old report in the same way you describe and now when I attempt to combine two reports to get somewhat of the same data it does not work!
-
JBRT Chartered Accountants
commented
This is a great suggestion. We need this information to see which invoices were paid after settlement terms and combining paid/credited to one column makes this exercise impossible. Sometimes invoices are credited "after terms" and makes the invoice credited look like an invoice paid after terms.
-
Suzette Edwards
commented
A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.
-
Christine Whiteford
commented
In exactly the same way for our organisation we need to have a report that reflects the Customer Invoice Report in which "Credit" and "paid" are separate variables
Christine Whiteford
-
Aniska van Wyk
commented
I also need this report to show only payments. Currently it doesn't distinguish between payments and credit notes. Xero, please assist us in this regard.
-
[Deleted User]
commented
We would like to split to column of "Payments/Credits" of Receivable Invoice Summary into two columns, so "Payments" amount and "Credits" amount could be separated, so we can clarify the invoice was truely paid or credited by a credit note.
-
Raj Rajayokeswaran
commented
I need to be able to run a report of invoices that shows ONLY payments allocated to each invoice. This is a crucial need for us. We need to know what amounts on invoices were paid by customers. Hope you can sort this out before the Customer Invoice Report retires
-
Emma Horton-Crundall
commented
Can you please add a column in the awaiting payment screen that shows if a customer has a credit/overpayment against there account - currently I have to either try to remember or drill into each new invoice to see if there is one - I have hundreds of invoices and this is impossible. It would be great if the account could be flagged in some way on the main screen, either they show up in a different colour or add a column after sent with a check box and if its ticked then you know to look into it to see what the credit/op relates to.