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  1. Customer Statements - Ageing (30, 60, 90days)

    418 votes

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    165 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

    There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

    Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

    • Once you've got it set up, save as Custom so you can easily access this format anytime
    • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
    • Export the report to PDF, where you can send to customers from your email system outside of Xero

    We appreciate…

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    Tracy Thompson commented  · 

    Extremely disappointing, maybe its time to look at an alternative software for our clients that does offer this function!

    Tracy Thompson supported this idea  · 
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    Tracy Thompson commented  · 

    Why is this not included on the customer statement as standard?? Now we have to look at Statey App as an add on to achieve the very thing that should be included in XERO