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Mark Cathcart
commented
Please !
We have been asking for this for years, and over 26 other customers had requested it in Xero Community years ago.
Thank you.Mark Cathcart
supported this idea
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I would like to strongly support this request.
The current customer statement format is very confusing for customers when one bank payment is allocated across several invoices. From Xero’s accounting side, the allocation may be technically correct, but from the customer’s point of view, they cannot easily see the amount they actually paid.
For example, if a customer sends one payment of 500,000 JPY and that payment is allocated across five invoices, the statement shows several smaller payment lines instead of the single 500,000 JPY amount the customer sees on their bank statement. This regularly causes confusion and leads customers to ask whether their full payment was received.
A customer statement should help the customer reconcile their own records. At minimum, there should be an option to show payments grouped by the original payment received, rather than split by invoice allocation.
An ideal simple display would be:
Date | Description | Charges | Payments | Balance
2026-05-01 | Invoice ABC | 200,000 | | 200,000
2026-05-03 | Invoice DEF | 300,000 | | 500,000
2026-05-10 | Payment received | | 500,000 | 0
If Xero still needs to show invoice allocations, they could be shown as expandable details, indented sub-lines, or an optional “show allocation details” setting. But the main customer-facing statement should show the payment amount exactly as received.
This would reduce customer confusion, reduce support emails, and make Xero statements look more like normal supplier/customer account statements.
Suggested setting:
Customer Statement > Payment display:
○ Show payments by invoice allocation
● Show payments by original payment received
This would allow businesses that need allocation detail to keep the current format, while allowing customer-facing statements to show payments in the way customers actually recognize them.