Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Customer Statement - Option to remove allocated payments

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    16 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 🙂

    An error occurred while saving the comment
    Lance Dickerson commented  · 

    @Rochelle van Greunen DEAR is an inventory management tool which we use. It integrates directly to Xero and has the ability to generate the statement correctly. Not ideal but it works. DEAR is not a cheap work around by any means

    An error occurred while saving the comment
    Lance Dickerson commented  · 

    Daily complaint. Have resorted to using DEAR to do this for us. Not great

    Lance Dickerson supported this idea  ·