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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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    Jonathan Fouche commented  · 

    I am a Xero partner and many clients request this feature - many have mentioned it critical for their business

    Jonathan Fouche supported this idea  ·