Settings and activity
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31 votes
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. 🙂
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NDEL Office
supported this idea
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4 votes
An error occurred while saving the comment NDEL Office
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I agree. The online payment option should be a feature of the customer profile – you are only going to do it once – so it should never be an option in routine customer actions. This is just clutter. How about instead moving the email, download and print functions out of where they are hidden in the menus and have these up front where we can see them all the time
NDEL Office
supported this idea
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... and it's not just the customer statements that confuse. Payments are also placed as deductions from actual invoices. So if I send out an invoice with a bottom line of £1000 today, and then the customer overpays last month's invoices by £100, that overpayment makes the latest invoice look like it's only for £900. Often a customer loses his emails and asks for a copy invoice, that will now look like a £900 invoice instead, causing great confusion