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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. 🙂

    Simonne van Zuydam supported this idea  · 
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    Simonne van Zuydam commented  · 

    This answer does not resolve the problem - this reflects an activity statement of invoices without reflecting payments, that is not useful at all.

    The clients want to see a statement that shows invoices and payments - not payments split per allocation - just their lump sum payment