Customer Statement - Total payments
Customer statements - will Xero enable the functionality to present payments received by customers as 1 line item? We want to see the total payment amount on the statement - not allocated to each invoice as it is currently.

-
Marni Thomas commented
I can't understand that is has not been addressed as of 14 May 2025 (today) yet because it is standard practice to show on a client/customer's statement the total amount that have been paid for the selected period. It is just the totalling of the payment column and not sure what the hold-up could be in enabling such a feature. Come to think of it, the Balance Due Amount is the sum of all invoices issued for the selected period minus the sum of all payments received for the selected period, so how come it can't be shown separately?
Please it would save us so much time to have that automatically populated on statements.
We are also a Non-Profit where our customers need an annual letter confirming the total amount paid to us and now we have to manually make those calculations for our 100+ customers and can easily make an error. This would save time as well as provide much more accuracy in reducing possible human error. Which Sars would also appreciate in not wasting their time with such an error.
Agree to previous comments, this is critical, crucial and a must have from Xero asap!
Either have the invoice- & payment columns totalled or populate the totals below the balance due amount.
Looking forward to seeing this very soon!
(I've attached two samples of possibilities) -
Anna Clarke commented
This is critical to one on my clients and I think a very important feature that needs to be rolled out as a priority
-
Mark Cathcart commented
Please !
We have been asking for this for years, and over 26 other customers had requested it in Xero Community years ago.
Thank you. -
Brett Letcher commented
Customer Statements - the current statements no not show the total amount of payments made. This is unhelpful for repeat customers who want to easily see how much they have paid over time. The only total available is the "balance" or "amount due" which both say "0" if a customer has paid all invoices.
Can Xero please bring in an option to include total payments made for the statements report. As a non-profit we send out statements for all donations for donors to account for their donations at tax time. This would also be useful outside the NFP sector for customers who want to easily reconcile total amount paid to their own records. -
Scotty Jenkin commented
I also have this issue for a client who charges an admin fee on the account each month and so when they reconcile and choose the admin fees the payment received is split out into many lines unless we reconcile the payment as an overpayment and then allocate the overpayment against the invoices we want to (normally the small admin fee invoices and any late fees chanrged) with the remaining amount off the main invoices. Screenshot attached showing two examples. The top three payments were reconciled as overpayments but applied to many invoices and the payment recived on 6 Mar 24 was for $100.00 and not done as an overpayment but reconciled via Find and Match which has split the payment across three invoices where we want only one payment on the statement to be shown.
Based on my client who receives between 60-120 payments on a daily basis to do the overpayment way on each of these is very time consuming and we need a better way to show just the one payment amount on the invoice.
-
Jessica Salmon commented
Thanks Kelly, I am aware of the ability to remove fields and we have rearranged and removed fields to try and simplify the statement format, however the key issue raised in my query is the splitting of the customer's payments on their statement according to Xero's allocation.
We have long term, monthly paying, customers who do not pay the exact value of their monthly invoice (which varies every month).
They often pay large round amounts to keep in credit or to catch up if they are behind on payment.
Our customer doesn't care if we allocate their R10000 payment to 3 specific invoices, nor does it make sense to many to have to get a calculator out just to check if R3589 + R1976 + a R4435 overpayment = to their R10000 payment that they can see on their bank statement.
It's tedious for the customer to reconcile every statement received every month just for them to check that all their payments are showing correctly on their account.
Hopefully this clarifies the purpose of this suggestion.As far as I'm aware this relates to the information Xero populates the fields with in the docx (e.g. 3 statement lines as in the above example vs 1 line showing the R10000), thus editing the fields doesn't seem as though it would solve our problem.
-
Jessica Salmon commented
Please can Xero consider adding a Customer Statement option that shows payments as totals (not splits per invoice allocation) as found on the bank statement.
Many businesses have customer accounts that are paid towards or caught up regularly in round bulk amounts that do not neatly match individual invoices.
In these cases customers getting statements showing their payments as splits cannot easily or intuitively see the amounts that they paid on specific dates.In dealing with queries ourselves we find that many customers find the Activity Statement format frustrating or confusing, especially when we have to capture part of a payment as an 'overpayment' in order to allocate the credit to invoices that will be imported later.
A History format example should show as follows:
2022-10-01 Invoice X 1000
2022-10-02 Payment (3000)
2022-10-05 Invoice Y 1075
2022-10-06 Invoice Y 2050
Balance Due for account: 1125
Being able to select between Activity, outstanding and 'History' Statement types would be ideal, allow admin personnel to deal with queries regarding payments and reduce confusion for an average customer viewing their account activity.