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  1. Customer Statement - Option to remove allocated payments

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    16 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Jacquie Hata commented  · 

    I totally agree the way it is printed now is very confusing for customers - they just want to see the total they have paid not what invoices it was allocated to and this would ellimate the need to do timely reconciliations for our clients.

    Jacquie Hata supported this idea  ·