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  1. Customer Statement - View running balance

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    19 comments  ·  Invoices & quotes » Invoicing  ·  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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    Suzie Whitehouse commented  · 

    Sorry i have customers that want a running balance. when i'm chasing which is everyday our customers have more than one invoice. i have add every invoice up and up this figure in the email request. I dont have the time to do this and never had to do this with Sage software. This must be simple to do on your software.

    Suzie Whitehouse supported this idea  ·