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  1. Contact report / export - Including credit limits and terms

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    27 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.

    From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.

    When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks

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    Rob Thompson commented  · 

    Yes - this is an incredibly IMPORTANT requirement as many Xero users will be running invoice discounting finance solutions where CONSTANT monitoring of customer CREDIT LIMITS is required due to business banking imposed credit limits. Keeping them both in line with each others requires a manual customer list to be maintained OUTSIDE of Xero, which is tedious and time consuming to maintain and issue monthly. Please just add the CREDIT LIMIT field to the contact/ customer list report or something similar.

    Rob Thompson supported this idea  ·