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.
Anna Clarke
shared this idea
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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.