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  1. Customer Statement - View running balance

    55 votes

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    19 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown. 

    Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client. 

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    Yvonne Akerman commented  · 

    The customers request a Statement of Account with a running total. They do not expect to receive the Customer Activity Report!!!
    We have been requesting a Statement with a running total for nearly three years and the response we have received from Xero has not changed.
    This is very disappointing.

    Yvonne Akerman supported this idea  · 

  2. CIS deduction after retention - subcontractor invoices

    47 votes

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    submitted  ·  4 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Yvonne Akerman supported this idea  ·