Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Customer Statements - Include prepayments

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to jump in to provide a little clarity as there are 2 different points arising through this idea.

    Currently, customer prepayments will only be shown on a customer's Activity statement, not Outstanding statements.

    The way prepayments work in Xero, these only impact the Accounts receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.

    If you want to impact the total balance, you may want to consider entering these sort of payments as Overpayments in your account. You can read more on how this works in our Xero central article.

    To be open here, we don't have any short term plans for changing how these transaction types are treated in statements.

    An error occurred while saving the comment
    Diane Gill commented  · 

    Would love to see this feature for my own business

    Diane Gill supported this idea  ·