Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Customer Statement - View running balance

    51 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

    19 comments  ·  Invoices & quotes » Invoicing  ·  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 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. 

    An error occurred while saving the comment
    William Thomas commented  · 

    A running balance statement is definitely useful, especially for regular Dubai commuters who want to avoid surprises at metro gates or while using buses and trams. I’ve found that doing a quick [url=https://rtanolcardcheck.com/]nol balance check[/url] before heading out saves time and helps you spot pending credits or low balances early. Since all you need is the 10-digit Tag ID, it's a simple habit that can make daily travel much smoother.