Contacts - Customer Statement to show All Payments
Hi Xero Team,
We need a new customer statement format that functions as a "traditional" detailed ledger.
The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.
For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for customers who want to reconcile their records and see a simple, chronological list of all their activity (invoices and payments).
Please add a new statement type called "Detailed Ledger" or "Running Balance Statement" that:
Lists all transactions chronologically (Invoices, Credit Notes, and Payments).
Crucially, shows customer payments as their own individual line items (e.g., "Jan 15: Payment Received - R5,000").
This is the "traditional" statement view that most accounting systems offer and that customers are used to seeing. It provides a much clearer, more transparent history of the account, makes reconciliation easier, and is essential for resolving payment disputes. It's a standard feature that is currently missing and available on competitor platforms.
Thank you!
Jasmine Bradley
shared this idea
Hi Jasmine, thanks for sharing this idea with us. We can see why this would be helpful for some users. Currently, Xero offers the Customer Invoice Activity and the Contacts "Activity statement" . While this information is available on the account transaction report, it is not available in a Statement format. We've moved this idea to Gaining support so that other users who want this idea implemented can vote for it as well. You may share this idea with your colleagues to get more traction!
-
Jasmine Bradley
commented
Hi Xero Team,
We need a new customer statement format that functions as a "traditional" detailed ledger.
The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.
For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for customers who want to reconcile their records and see a simple, chronological list of all their activity (invoices and payments).
Please add a new statement type called "Detailed Ledger" or "Running Balance Statement" that:
Lists all transactions chronologically (Invoices, Credit Notes, and Payments).
Crucially, shows customer payments as their own individual line items (e.g., "Jan 15: Payment Received - R5,000").
This is the "traditional" statement view that most accounting systems offer and that customers are used to seeing. It provides a much clearer, more transparent history of the account, makes reconciliation easier, and is essential for resolving payment disputes. It's a standard feature that is currently missing and available on competitor platforms.
Thank you!