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  1. Customer Statement - View running balance

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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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    Sue Lumbard commented  · 

    It's about time this issue is addressed, there should be different options to choose when sending out statements, you should have the option for running total and then boxes showing current month, month 1, month 2 etc. Perhaps it would be easier to change accounting package.