Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Customer Statement - Send an overdue invoice statement

    309 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  44 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Webstein Accounts commented  · 

    There's no way to only show outstanding invoices as at a certain date - xero support have confirmed this and suggested I add it as a 'suggestion' - i would find it very helpful to me

    An error occurred while saving the comment
    Webstein Accounts commented  · 

    Send Statements, Outstanding, Select Date.

    We want to send statements to our clients for invoices that are 30 days overdue - so if I put in the 28th February 2022, Xero brings up a list of all overdue invoices as at that date however some of those invoices have been paid so if I send out the 'Activity Statement' its not a true record of the invoices outstanding.

    I would like Xero to change this so that you can either click on each invoice you want to send out ie the ones that haven't been paid or Xero only shows the unpaid statements as at that date (remembering that 'Outstanding' has been selected.

    Webstein Accounts supported this idea  ·