Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

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

    66 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

    25 comments  ·  Invoices & quotes » Invoicing  ·  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
    Gaining Support  ·  AdminHasan Dhan (Admin, Xero) responded

    Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We will keep an eye out on the traction this idea receives in the community. Thanks

    An error occurred while saving the comment
    Clare Kissane commented  · 

    In UK, the Office of Small Business Commissioner is working on improving payment times for small businesses, via the Fair Payment Code. To obtain an award under the code, you need to submit evidence that you pay 95% of all your invoices within 30 days (for small suppliers) or 60 days (larger suppliers). Currently there is no report in Xero that reports actual days to pay per invoice. I have been using the Payable Invoice Summary report with various filters applied (Payable Invoice, Paid) and exporting it to Excel where I manually add a formula to count the days between the invoice date and the Last Payment date. It would be great if this could all be done in Xero and exported as a pdf.

    Note that this is Actual days to pay per invoice, not average days to pay.

    There are 400 awardees under the Fair Payment Code, at least some of whom must be Xero customers. List available here@https://www.smallbusinesscommissioner.gov.uk/fpc/awardees/

    Clare Kissane supported this idea  · 

  2. Reporting: Customer Payment Performance - payment date and number of days late

    352 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

    91 comments  ·  Reports & tax » Reporting  ·  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
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.

    We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.

    Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.

    I’ll return to share as work on customer reporting is picked up and progresses. Thanks

    Clare Kissane supported this idea  ·