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Reports & tax: Reporting

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Reporting: Customer Payment Performance - payment date and number of days late

Ability to generate a report where users’ can view contact payment activity

Purpose: Users’ can easily see which customer has good and bad credit performance, and manage customer relationships & debt.

357 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.

We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.

Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.

I’ll return to share as work on customer reporting is picked up and progresses. Thanks

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  • Karen Browne commented  ·   ·  Report

    This was an invaluable feature in Sage, very disappointed it’s not available in Xero

  • Ashley Fehr commented  ·   ·  Report

    We would really like for this to be built out.

  • Jacqui Dexter commented  ·   ·  Report

    Yes, really need this for one of my clients. The information is already there - frustrating that I can't pull a report or export a list. Pleeeease get this one adopted as soon as possible!

  • Richard Smith commented  ·   ·  Report

    Another vote for this. Debtors days taken per customer.

    This is a fairly basic thing.

    This seems to be something that is required for the larger users of Xero - its disappointing to migrate from Quickbooks that has this whilst Xero does not.

  • Lee-Ann casbard commented  ·   ·  Report

    The reporting you can do on your clients seems to be very limited and restricted. This business critical for efficient management of debtors - why is it taking so long????

  • Leah Downs commented  ·   ·  Report

    Please add this feature. It would be very helpful.

  • Kate Blake commented  ·   ·  Report

    Very important - so frustrating that it's on the contact record but can't be collated anywhere

  • Laura Davey commented  ·   ·  Report

    This is a very important report! Can't believe it hasn't already been done!

  • East Coast Freight commented  ·   ·  Report

    Very useful for analysing how quickly customers pay to decide who is worth keeping from a cash-flow perspective and which customers are not worth carrying. Seeing it in a report will help to make this analysis process quick and easy.

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