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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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    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

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    Lance Dickerson commented  · 

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

    Lance Dickerson supported this idea  ·