Settings and activity
1 result found
-
418 votes
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…
An error occurred while saving the comment 
Katherine Hellyer
supported this idea
·
An error occurred while saving the comment Katherine Hellyer
commented
Can this please be looked at? I've got customers who aren't paying on tine because they don't understand their statements. I'm fed up having to walk them thru it all the time. They just want to see what's overdue, how overdue it is, and what's current. Its not that complex.
I've got a customer complaining about our statement layout all the time. The current format works if customers always pay full invoice amounts and on-time, but that's not how it always works in real life. Aged debtor statements would be so helpful, instead I'm wasting time explaining what's overdue to customers. It's so annoying.