Reports - Add report to identify lapsed customers (include last invoice date column)
We need a report that will give us a list of lapsed customers. We as a small business need to be in touch with customers who haven't had any transactions with us for 6 months or a year. It would be great to have a feature or report where we can easily find these customers. On our old accounting system, all of our customers had a " last invoice date" column so we could easily pull a report for any of these customers who hadn't been invoiced for 6 months or more.
Nikki Hill
shared this idea
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Stuart Palm
commented
When viewing all Customers in the default list (seeing everyone) it would be really useful to have a column for LAST INVOICE DATE. In our old Sage desktop system you could see the date and sort A-Z, Z-A to get a sense of how long some customers hadn't ordered from us. It was EXTREMELY USEFUL and allowed us to keep on top of customers who may otherwise decide to order products elsewhere. Now, we haven't a clue apart from a Smart List that can either only show no orders for 4 weeks or no orders for 6 months - there is nothing in-between. You appear to have enough white space between the customer details and the We Owe/They Owe Columns to achieve this.
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Stuart Palm
commented
Dear Xero Developers,
Could this be done - put in a last invoice date entry against each customer record which is sortable (newest/oldest) and is also exportable to Excel.
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Stuart Palm
commented
I completely agree - I'm guessing it was Sage that you're referring to as I have the exact same requirement. Love or hate Sage, it did have some better features for sales tracking. However, you can build a Smart List in your Customers section - I have attached what you need to do - it's not perfect but better than nothing.
