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  1. Customer statements - Export to Excel

    164 votes

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    submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neilin Gulamhussein commented  · 

    Cant believe Xero has still not managed to sort this

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    Neilin Gulamhussein commented  · 

    This is a vital role for a credit control department.

    Their pdf customer statements also represent items incorrectly.
    The balances are not cumulative figures.

    Also, on the PDF statement, payments on account appear under the invoice column, rather than the payments column!

    Just doesnt work for some of my clients who decided to stick to sage for this reason.

    Neilin Gulamhussein supported this idea  · 

  2. Customer statements - Change how Credits and Overpayments are reflected

    4 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Neilin, I know you've mentioned customising the template, however from the sounds you'd like to change the behaviour of how items within a customer statement is represented?


    If so it'd be good to understand more of the reason of why you're wanting to show overpayments as a positive? 

    If a customer has paid more than expected amount this amount is then a credit on their record and in turn draws down the total amount owed. 

    Alternatively you may want to be looking at recording as a prepayment? 

    Neilin Gulamhussein shared this idea  · 
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    Neilin Gulamhussein commented  · 

    Standard Customer Statement columns under the Invoice Amount column - show the overpayment amounts with a negative, instead of allocating these to Payments column.

    In addition, I would expect to see the Balance column showing the cumulative figures of all invoices (reducing these with overpayments if any). Xero is not up to date with customer statements yet where as other software providers are able to generate good standard customer statements for outstanding balances.

    Could this please be amended as a correction on your standard customer statements?