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  1. Reports - Add report to identify lapsed customers (include last invoice date column)

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Harry Blake commented  · 

    i have found a way of doing it using claude.ai. First export your Customer Receivable Invoice Summary for the last 12 months or whatever period your looking at on Xero. Then in Claude.ai upload the summary and ask it that you want it to list customers in order of when they last ordered and flag any that havent ordered over a certain period of time.