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Invoice Report - Including account, date paid and method of payment

I want a payment report of invoice payments made into my bank account, the report would show date of payment, method of payment and actual .

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Donald Coates shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminHasan Dhan (Admin, Xero) responded  · 

Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.

Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

We will keep an eye out on the traction this idea receives in the community. Thanks

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  • Jennifer Ma commented  ·   ·  Report

    Hi Dana

    I don't think that my idea is related. However, I'll admit that I am not sure what is meant by 'posting date'.
    My understanding is that there is an issue date and a due date which are completely separate. I am not sure how a posting date will fit into the picture.

    My concern related to when an invoice (we created) turns into a receipt once a payment is made. I believe there should be a separate payment date that appears on the receipt that accurately reflects the date that payment was actually made.
    At the moment, a receipt will not show the 'due date' (which is great) and will only show the 'issue date' of the invoice which can be confusing if the invoice was issued a long time ago. The receipt does not contain any information that will tell the reader when payment was actually made.
    In the example I have attached, the issue date is 31 Jan 22, the due date is 8 Mar 22, but the customer actually paid on 31 Mar 22.

    I hope this makes sense.

    Regards
    Jennifer

  • Jennifer Ma commented  ·   ·  Report

    For invoices/receipts that are created by a custom branding theme, change the 'issue date' to 'invoice issue date', and create a separate field for 'payment date'.

    This is so that when an invoice is sent in 2021, and payment is made in 2022, the receipt that is automatically generated will clearly show both dates, instead of just the issue date which implies that the receipt was issued in year 2021 when it was actually issued in year 2022.

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