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Settings and activity

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  1. Customer Statement - View running balance

    25 votes

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    7 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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    Sheena Sinclair commented  · 

    I'd like to be able to print statements showing "outstanding" and with a running balance but under balance column I only get individual invoice amounts! I'd also like it to show the customer payments as the total payment, not all the individual invoices matched to it.

    Sheena Sinclair supported this idea  · 

  2. Customer statements - A tick box for when statements have been sent

    11 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Sheena Sinclair supported this idea  ·