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  1. Customer Statement - Option to remove allocated payments

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

    Appreciate wanting to see a direct option within customer statements that exist in Xero. 

    An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂

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    Jayne Smith commented  · 

    Appreciate everyone's comments here. Unfortunately I lost this client and was unable to solve the customer statement problem for them. Kelly I am not sure if your solution would have worked, but reading other responses perhaps it was not the right solution. I really hope that Xero could fix this problem facing a lot of their business customers and create 'Beautiful Business' statements that are easy to read for everyday people.

    Jayne Smith shared this idea  ·