Customer Statements - Payments Showing
When sending clients statements, clients cannot view their payments clearly. For example our client made a payment on 8th September however all he could see was the allocation rather then the actual payment.
Is there a way for the statement to show the payment as well as/ instead of how it was allocated to make it easier for clients to understand
Donica Dawe
shared this idea
Hi Donica. Did you know it's already possible to do this in Xero?
To show the payments clearly on the customer statements you change the option from Outstanding to Activity. This will show the date of the payment and the payments itself. If you need any help accessing the Activity option for the Customer Statements please just raise a case with our Support team and they can walk you through this.😊
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Jennifer Alexander
commented
Please add a way to adjust the statement format so that payments in are shown more clearly alongside the allocation details. This would make the statements much easier for clients to interpret.