Totals for customers on a net basis
Running totals invoiced per customer by month, quarter, year etc..
Mark Bayley
shared this idea
Hi Mark, as mentioned in our previous update, you can currently view the total value invoiced to each customer using the Receivable Invoice Summary report. By setting “Summarise by” to Contact, the report will show the total amount invoiced to each customer for any date range you select.
For now, we’ve updated the idea status to Feedback while we gather a bit more detail. To help other users clearly understand and support the suggestion, we’d appreciate a bit more information about how you’d like this to work in Xero. For example, where would you ideally want to see this total value for each customer (such as on the Homepage, within the contact record, or somewhere else)?
Any additional context about the use case will help ensure the idea is clear for others in the community.
