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

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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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    Dorota Haden commented  · 

    I echo Riaan's the comments. Grrr

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    Dorota Haden commented  · 

    Thanks Sandra, it's difficult to comprehend why Xero are so silent about this issue Kelly's response from 2023 is entirely inadequate. It's hard to believe that we are the customers here.

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    Dorota Haden commented  · 

    Hello Kelly

    Thank you for the response but you are missing the point. W should not have to use a manual workaround to produce customer statements. In any case, Aged Receivable report is not fit to be sent to customers as is.

    Your use of smiley face when you actually communicate a negative response to your customers is hardly appropriate.

    It is hard to comprehend why Xero has such as an obtuse stance on this issue - is it that you as a corporation luck understanding of the commercial world? This cannot be an expensive development for Xero and yet you are making so many of your customers unhappy.

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    Dorota Haden commented  · 

    Kelly's response missed the point. Sending customer's statements should not require a time consuming workaround and they must look professional.

    Xero, you are really not listening, shame on you. The data is all there, it should not be a major development for you to implement it.

    Dorota Haden supported this idea  ·