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  1. Customer Statement - Option to remove allocated payments

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    19 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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    Brett Steingo commented  · 

    Hi @Jayne
    Sorry to hear that.

    No, @Kelly Munro's suggestion does not help. This issue is such a pain I literally want to just go back to Sage. My accountant is stopping me ;) - but if we need to be customer-centric, Xero is getting this one badly wrong.

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    Brett Steingo commented  · 

    Like this. Simple. Where a customer does a payment, that payment value must be reflected (as one number) on the statement.

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    Brett Steingo commented  · 

    Hi @Kelly Munro
    That doesn't seem to help. The payments are still split based on our allocations. We need to see the complete payment as made by the customer.

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    Brett Steingo commented  · 

    We constantly get customers asking us for a statement on which they can see the actual payments as per their bank accounts. The current format of the statement is different to how all other statements are done and is not helpful to customers. Our allocations are meaningless to them if theirs are not the same.

    Brett Steingo supported this idea  ·