Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    107 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    28 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    Hannah Fryer supported this idea  · 
    An error occurred while saving the comment
    Hannah Fryer commented  · 

    It would be so useful to have this info in a report for supplier contacts as well (ref: Ruth Ball comments below). This could be used to enable us to quickly assess each supplier with a view to negotiating better payment terms if we already knew what was in place without going into each contact file. This should also be available for every supplier not just ones where there is an outstanding balance. The purpose of this exercise is that, as we have building contractors as our main customers, their payment dates for us subcontractors are often 60, 90 or even sometimes 120 days from date of first delivery. This isn't helpful when we have to pay suppliers on 30 days or 30 days eom.