Customer Statements - Consolidated statements for a group of Contacts
We have dozens of parent companies with underlying subsidiaries who place separate orders for separate locations, all under the parent company's credit line/name. These all split into different contacts in Xero when they come in from our order processing system. We need Xero to support hierarchies/parent-child relationships/nested orders, so that all purchases can be aggregated to the parent company, both for tracking overall credit use and for sending consolidated statements that include all purchases from all "children". We work with BigCommerce who has a BundleB2B feature that allows these kind of parent-child hierarchies on the client-facing side, but we can't use it because Xero can't support that structure. Please consider accommodating. It's extremely time consuming to have to pull & send multiple statements for one company every month, and have to manually add up all their spending to determine if they've exceeded their credit limit.
Doreen Chaisson
shared this idea
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Mario Di Noia
commented
In our industry, it's common to have multiple billing entities servicing the same customer. While each invoice is correctly issued under its respective billing entity, our customers expect to receive a single consolidated statement showing all outstanding invoices, regardless of which entity issued them.
Currently, Xero ties statements strictly to the billing entity, which makes it difficult to provide customers with a complete view of their account when multiple entities are involved.
We’d love to see a feature that allows:
Linking a customer profile across multiple billing entities.
Generating a consolidated statement for that customer, showing all outstanding invoices from all linked entities.
Maintaining proper legal and financial separation between entities while improving customer communication.
💡 Benefits for Xero Users:
Improved Customer Experience: Customers receive one clear statement, reducing confusion and improving transparency.
Streamlined Accounts Receivable: Easier tracking and follow-up on overdue invoices across entities.
Time-Saving for Finance Teams: Eliminates manual compilation of statements, speeding up month-end processes.
Better Relationship Management: A full picture of customer activity helps account managers and sales teams.
Scalable for Multi-Entity Businesses: Perfect for franchises, subsidiaries, or regional offices sharing customers.
Enhanced Reporting & Insights: Consolidated reporting improves forecasting and cash flow management.If this feature would benefit your business too, please vote and comment to help bring it to Xero’s attention.
The more support we show, the more likely it is to be considered for future development! -
Christopher Beukes
commented
We just moved to Xero and I am facing the same issue. We have ships agents taking care of multiple vessels, the billing must be addressed to the Masters & Owners XXXXXX c/o Ships Agent.
We, however, need to send out one statement (consolidating all related accounts) to the Ships Agents.
Your consideration in this matter will be honorable.
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Emily Wiseman
commented
This is essential for our business too. We are a membership organisation and have businesses that have multiple locations/branches. Each organisation has it's own quirks for how billing works and it would be incredibly helpful to be able to replicate that in Xero. Our Membership system keeps all has all the information, however we can't integrate it to Xero as you do not support Parent/Child relationships. Consequently for one of our add-ons we have to manually create the Businesses in Xero again and constantly change the repeating invoices to match the details in our membership system.