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418 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
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Ed Belt
supported this idea
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50 votesEd Belt
supported this idea
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414 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
Ed Belt
supported this idea
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An error occurred while saving the comment Ed Belt
commented
This should be a basic feature of Xero without needing an add on.
Alot of companies require a deposit from customer before they start and this should be able to be displayed on the Quote showing a deposit amount required and the ability for that to work through the system seamlessly and show on the invoice when the invoice is created with out the need to rase multiple invoices for a single simple job or the need to use timely work arounds to work out what a deposit should be and record the track payments.
Given the amount of companies that require deposit's can't understand why this was not in the workflow from the start?
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4 votesEd Belt
shared this idea
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Why don't they fix this. Think this speaks volumes about Xero.
This feature is normal practice in business around the world and most other Sofware.
The customer statement is only a report and not really part of Xero so should be a case of just tweaking the report not much work probably less than an afternoon for a competent person. Unless the way they have the database se up in the background is flawed and means the information is not accurate. If that's the case roll your sleeves up and fix it.
Don't know what you have this you guys seem to know better and in most case take no notice