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The way I've been going around this to only show the total amount paid as on the date it was paid without the break-up as it's allocated to invoices, is to classify it as an "Overpayment" to the Customer account and then allocated the "Overpayment" to the relevant invoices. However, the description of the payments on the statement is then shown as "Overpayment", it at least only shows one line for each payment received as received in total.

We urgently do need a total paid amount at the bottom together with a total invoiced amount, of which the difference is the balance outstanding (with the opening balance taken into account ofcourse).

We have to manually count these for each Customer every year for tax purposes, and is a waste of time where the statement could be coded to include theses totals.

I would like to strongly support this request.

The current customer statement format is very confusing for customers when one bank payment is allocated across several invoices. From Xero’s accounting side, the allocation may be technically correct, but from the customer’s point of view, they cannot easily see the amount they actually paid.

For example, if a customer sends one payment of 500,000 JPY and that payment is allocated across five invoices, the statement shows several smaller payment lines instead of the single 500,000 JPY amount the customer sees on their bank statement. This regularly causes confusion and leads customers to ask whether their full payment was received.

A customer statement should help the customer reconcile their own records. At minimum, there should be an option to show payments grouped by the original payment received, rather than split by invoice allocation.

An ideal simple display would be:

Date | Description | Charges | Payments | Balance
2026-05-01 | Invoice ABC | 200,000 | | 200,000
2026-05-03 | Invoice DEF | 300,000 | | 500,000
2026-05-10 | Payment received | | 500,000 | 0

If Xero still needs to show invoice allocations, they could be shown as expandable details, indented sub-lines, or an optional “show allocation details” setting. But the main customer-facing statement should show the payment amount exactly as received.

This would reduce customer confusion, reduce support emails, and make Xero statements look more like normal supplier/customer account statements.

Suggested setting:
Customer Statement > Payment display:
○ Show payments by invoice allocation
● Show payments by original payment received

This would allow businesses that need allocation detail to keep the current format, while allowing customer-facing statements to show payments in the way customers actually recognize them.

Can this please be looked into! When you issue between 10 and 15 invoices to a customer daily; their statement becomes confusing to them if you list all the invoices again as paid.

I agree that this makes the statements wordy & confusing.
I would also like to be able to send statements that include 'receive money' transactions.
These show in the Contact's activity, but when you generate a statement from there, it does not include them?

This is critical particularly when performing recons on the customer account. No one want to add up the allocated amounts to eventually get to the total that was paid

When printing a specific supplier/customer under contact information it would be great if there is a selection option that only shows invoices and payments ONLY and NOT including the payment allocation. This makes it easier to print and send out without confusing them.

I can't understand that is has not been addressed as of 14 May 2025 (today) yet because it is standard practice to show on a client/customer's statement the total amount that have been paid for the selected period. It is just the totalling of the payment column and not sure what the hold-up could be in enabling such a feature. Come to think of it, the Balance Due Amount is the sum of all invoices issued for the selected period minus the sum of all payments received for the selected period, so how come it can't be shown separately?

Please it would save us so much time to have that automatically populated on statements.

We are also a Non-Profit where our customers need an annual letter confirming the total amount paid to us and now we have to manually make those calculations for our 100+ customers and can easily make an error. This would save time as well as provide much more accuracy in reducing possible human error. Which Sars would also appreciate in not wasting their time with such an error.

Agree to previous comments, this is critical, crucial and a must have from Xero asap!

Either have the invoice- & payment columns totalled or populate the totals below the balance due amount.

Looking forward to seeing this very soon!
(I've attached two samples of possibilities)

This is critical to one on my clients and I think a very important feature that needs to be rolled out as a priority

Please !
We have been asking for this for years, and over 26 other customers had requested it in Xero Community years ago.
Thank you.

Customer Statements - the current statements no not show the total amount of payments made. This is unhelpful for repeat customers who want to easily see how much they have paid over time. The only total available is the "balance" or "amount due" which both say "0" if a customer has paid all invoices.
Can Xero please bring in an option to include total payments made for the statements report. As a non-profit we send out statements for all donations for donors to account for their donations at tax time. This would also be useful outside the NFP sector for customers who want to easily reconcile total amount paid to their own records.

I also have this issue for a client who charges an admin fee on the account each month and so when they reconcile and choose the admin fees the payment received is split out into many lines unless we reconcile the payment as an overpayment and then allocate the overpayment against the invoices we want to (normally the small admin fee invoices and any late fees chanrged) with the remaining amount off the main invoices. Screenshot attached showing two examples. The top three payments were reconciled as overpayments but applied to many invoices and the payment recived on 6 Mar 24 was for $100.00 and not done as an overpayment but reconciled via Find and Match which has split the payment across three invoices where we want only one payment on the statement to be shown.

Based on my client who receives between 60-120 payments on a daily basis to do the overpayment way on each of these is very time consuming and we need a better way to show just the one payment amount on the invoice.

Thanks Kelly, I am aware of the ability to remove fields and we have rearranged and removed fields to try and simplify the statement format, however the key issue raised in my query is the splitting of the customer's payments on their statement according to Xero's allocation.
We have long term, monthly paying, customers who do not pay the exact value of their monthly invoice (which varies every month).
They often pay large round amounts to keep in credit or to catch up if they are behind on payment.
Our customer doesn't care if we allocate their R10000 payment to 3 specific invoices, nor does it make sense to many to have to get a calculator out just to check if R3589 + R1976 + a R4435 overpayment = to their R10000 payment that they can see on their bank statement.
It's tedious for the customer to reconcile every statement received every month just for them to check that all their payments are showing correctly on their account.
Hopefully this clarifies the purpose of this suggestion.

As far as I'm aware this relates to the information Xero populates the fields with in the docx (e.g. 3 statement lines as in the above example vs 1 line showing the R10000), thus editing the fields doesn't seem as though it would solve our problem.

Please can Xero consider adding a Customer Statement option that shows payments as totals (not splits per invoice allocation) as found on the bank statement.

Many businesses have customer accounts that are paid towards or caught up regularly in round bulk amounts that do not neatly match individual invoices.
In these cases customers getting statements showing their payments as splits cannot easily or intuitively see the amounts that they paid on specific dates.

In dealing with queries ourselves we find that many customers find the Activity Statement format frustrating or confusing, especially when we have to capture part of a payment as an 'overpayment' in order to allocate the credit to invoices that will be imported later.

A History format example should show as follows:

2022-10-01 Invoice X 1000

2022-10-02 Payment (3000)

2022-10-05 Invoice Y 1075

2022-10-06 Invoice Y 2050

Balance Due for account: 1125

Being able to select between Activity, outstanding and 'History' Statement types would be ideal, allow admin personnel to deal with queries regarding payments and reduce confusion for an average customer viewing their account activity.