Settings and activity

1 result found

1. Invoice Report - Including account, date paid and method of payment

   24 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   9 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   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

   Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.

   
   

   Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.

   Once you've customised the report as you like, you can save as Custom to easily access that view anytime.

   An error occurred while saving the comment
   Kirstin Humphrey commented  ·  27 April, 2023  ·  Edit…  ·  delete…

   I would really like to have a report available that has all of the payments received (for all contacts) and which invoices they belong to for a specific date range (a month generally). Currently the date range is only available for the invoice date rather than the date of payments received.

   Save Submitting...