I can't understand that is has not been addressed as of 14 May 2025 (today) yet because it is standard practice to show on a client/customer's statement the total amount that have been paid for the selected period. It is just the totalling of the payment column and not sure what the hold-up could be in enabling such a feature. Come to think of it, the Balance Due Amount is the sum of all invoices issued for the selected period minus the sum of all payments received for the selected period, so how come it can't be shown separately?
Please it would save us so much time to have that automatically populated on statements.
We are also a Non-Profit where our customers need an annual letter confirming the total amount paid to us and now we have to manually make those calculations for our 100+ customers and can easily make an error. This would save time as well as provide much more accuracy in reducing possible human error. Which Sars would also appreciate in not wasting their time with such an error.
Agree to previous comments, this is critical, crucial and a must have from Xero asap!
Either have the invoice- & payment columns totalled or populate the totals below the balance due amount.
Looking forward to seeing this very soon!
(I've attached two samples of possibilities)
Marni Thomas
supported this idea
·
I can't understand that is has not been addressed as of 14 May 2025 (today) yet because it is standard practice to show on a client/customer's statement the total amount that have been paid for the selected period. It is just the totalling of the payment column and not sure what the hold-up could be in enabling such a feature. Come to think of it, the Balance Due Amount is the sum of all invoices issued for the selected period minus the sum of all payments received for the selected period, so how come it can't be shown separately?
Please it would save us so much time to have that automatically populated on statements.
We are also a Non-Profit where our customers need an annual letter confirming the total amount paid to us and now we have to manually make those calculations for our 100+ customers and can easily make an error. This would save time as well as provide much more accuracy in reducing possible human error. Which Sars would also appreciate in not wasting their time with such an error.
Agree to previous comments, this is critical, crucial and a must have from Xero asap!
Either have the invoice- & payment columns totalled or populate the totals below the balance due amount.
Looking forward to seeing this very soon!
(I've attached two samples of possibilities)