Totals for customers on a net basis
Running totals invoiced per customer by month, quarter, year etc..
Mark Bayley
shared this idea
Hi Mark, thanks for sharing this suggestion. It sounds like you’re looking for an easy way to view the total value invoiced to each customer so you can quickly understand the overall revenue per contact.
At the moment, this information can be viewed through the Receivable Invoice Summary report. If you set ‘Summarise by’ to Contact, the report will show the total amount invoiced to each customer for any date range you select.
To make sure we’re capturing your idea accurately, could you clarify further about your idea? For example, are you suggesting this total should appear on the Homepage, or were you thinking of it being available somewhere else in Xero? This will help us better understand the use case behind your suggestion.
