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Customer Statements - Ageing (30, 60, 90days)

It would be great if we could add ageing on client/customer statements. (Current, 30, 60, 90 days) Many clients have requested that the ageing be displayed on their statements. Current, overdue and total isn't detailed enough..

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Sandra Tucker shared this idea  ·   ·  Report…  ·  Admin →
not planned  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

  • Once you've got it set up, save as Custom so you can easily access this format anytime
  • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
  • Export the report to PDF, where you can send to customers from your email system outside of Xero

We appreciate the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks

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  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    This feature is now becoming more and more requested by our customers as well. I feel like we should not have to get anything additional for this feature like an app. Ageing statements should be a standard feature.

  • Riaan Badenhorst commented  ·   ·  Report

    @Gary Greyling,

    Thanks for the tip. I think what subscribers are trying to push is that we are paying already a high premium and do not get the basics with it. And do not want to pay for a 3rd party app to do a basic function.

  • Gary Greyling commented  ·   ·  Report

    Check "Statey" on the Xero App store.

    It adds this aging table to the statement. And it can send them automatically each month or week.

  • Nicole Hay commented  ·   ·  Report

    I agree, this would be helpful, and many customers are asking for this.
    We'd like to see invoices that are overdue, due now, and up and coming. I'd also like to create a statement that shows what is overdue, and what is due now (without including the invoices that aren't due for another 4-6 weeks).

  • Mark Hearn commented  ·   ·  Report

    Would also be very useful for businesses if the Statements function could produce a statement for Overdue Invoices only that reconciles to individual debtors showing in Xero

  • Pam Smith-Harding commented  ·   ·  Report

    Please could you change your system to reflect aging on the statement.

  • Riaan Badenhorst commented  ·   ·  Report

    Another basic funtion not included and need to pay a third party app for this feature. At the current prices, this should be standard

  • Gary Greyling commented  ·   ·  Report

    Take a look at "Statey" on the Xero app store. It adds this to your Xero statements.

  • William Pearce commented  ·   ·  Report

    Because most people that have accounts pay by each month, can the statements be brokendown into each months invoices, Jan, Feb, Mar, Apr.

  • Lucilia Powell commented  ·   ·  Report

    Yes, absolutely essential. It's not right that some invoices that aren't overdue show as due.

  • Gayo Primic commented  ·   ·  Report

    Thank you, Gary,

    Statey feels like "way overkill" for the simple piece of reporting that we are asking for; and that "should" already be on the Statement.

  • Pieter van Staden commented  ·   ·  Report

    Please could you make this a matter of urgency! A lot of clients want to move to other accounting software due to this!

  • AJ (Celeste') Langeveldt commented  ·   ·  Report

    Nancy it depends what industry you are in. If you are into international logistics like us some customers have 60 and 90 day payment terms. This should be standard on an accounting program not a add on.

  • Nancy Wauchope commented  ·   ·  Report

    I worked for a guy once who said they wouldn't have 30-60-90 day columns if they didn't intend for you to use them. Customers should be paying by invoice and should stay current. This is more a customer management problem than a Xero problem.

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