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  1. Customer Statement - View running balance

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

    HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown. 

    Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client. 

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    Michelle Munday commented  · 

    Many of our customers are requesting a running balance on their Statements as they have 50+ monthly invoices on their account and need to easily add up the total bank payment to pay (to avoid error payments). They do not want to see their full activity, only all invoices outstanding with a running balance on the end column and as not invoices are due for payment. We are wasting valuable time going back and forth with customers checking and confirming a monthly balance they need to pay. Can Xero offer this function? We recently moved from Sage to Xero and this was a feature on all statements.

    Michelle Munday supported this idea  ·