Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
Once you've got it set up, save as Custom so you can easily access this format anytime
If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
Once you've got it set up, save as Custom so you can easily access this format anytime
If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
Export the report to PDF, where you can send to customers from your email system outside of Xero
Statey works great but why do we have to pay additional now for an app just to show a basic ageing functionality on the customer statements.
I fought tooth and nail to get all my client over onto the Xero platform and now that they are there they are looking to me and saying but why is this not showing and I look like an idiot for basicly forcing them to convert to Xero.
One of my client's have customers that are refusing to pay them because the ageing is not showing on the statement.
This is unacceptable.
I urge Xero to respond to this issue and change the template of customer statements. The ageing is already built-in in the reports and age analysis, it should really not be such a big hassle to show it on the statements.
Statey works great but why do we have to pay additional now for an app just to show a basic ageing functionality on the customer statements.
I fought tooth and nail to get all my client over onto the Xero platform and now that they are there they are looking to me and saying but why is this not showing and I look like an idiot for basicly forcing them to convert to Xero.
One of my client's have customers that are refusing to pay them because the ageing is not showing on the statement.
This is unacceptable.
I urge Xero to respond to this issue and change the template of customer statements. The ageing is already built-in in the reports and age analysis, it should really not be such a big hassle to show it on the statements.