Settings and activity
3 results found
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38 votes
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Nikki Devine
supported this idea
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20 votes
Hi team, wanting to jump in to provide a little clarity as there are 2 different points arising through this idea.
Currently, customer prepayments will only be shown on a customer's Activity statement, not Outstanding statements.
The way prepayments work in Xero, these only impact the Accounts receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.
If you want to impact the total balance, you may want to consider entering these sort of payments as Overpayments in your account. You can read more on how this works in our Xero central article.
To be open here, we don't have any short term plans for changing how these transaction types are treated in statements.
An error occurred while saving the comment Nikki Devine
commented
Please improve Statements so that they show credit balances if the customer account is in credit. We have customers who pay proforma for some items, so sometimes their account is in credit. Xero only shows a £0 balance in these cases, which is incorrect. The balance needs to be the actual balance as the statements are useless in these cases. Thank you :)
Nikki Devine
supported this idea
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3 votes
Hi Nikki — thanks for sharing this and explaining how more frequent updates would help your account management. I can see that you have raised this previously with Xero Support and as you know there is a delay of 24 hours for the UK HSBC bank feed to reduce duplicates 😣. We can assure you that we’ll keep monitoring this and will update the thread as further improvements become available. Thanks again for raising it and helping us track demand.
Nikki Devine
shared this idea
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Please can you improve Customer Statements so that they will show a credit balance. At the moment, the most it will show is £0 when a customer is in credit (we have this a lot when we have part-shipped a paid order), and this is incorrect and misleading. In my attached screenshot, the customer is in fact in credit by £78.43 but the statement shows a balance owing of £0.