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  1. Customer Statement - Option to remove allocated payments

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    19 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. 🙂

    Peter Dielwart supported this idea  · 
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    Peter Dielwart commented  · 

    Wow not gonna lie, read the response and I think Xero missed the memo.

    I too, would like a statement that is more traditional. a simple list of invoices with their value in the debit column and payments (without allocations) in the credit column. Something that reflects "ACTUAL" financial activity. Clients want to see their payments on the statement so the Customer Invoice Activity report is less than worthless.