Customer Invoice Report (older version)

Run, customise and filter the Customer Invoice Report, the older version of the Receivable Invoice Summary. If you have multi-currency, you can switch to non-base currencies, but the report can only show one currency at a time.

Run the Customer Invoice report

  1. In the Reports menu, select All Reports.
  2. Under Sales, click ... to expand the section if the report is hidden.
  3. Click Customer Invoice Report.
  4. Select a date range, then click Update to view your report.
  5. (Optional) Customise your report using the sort and filter options.

    Image of the sort and filter report options.

    You can click Update to generate your report each time you make changes.

  6. (Optional) Click a transaction link to open the invoice, credit note, prepayment or overpayment details.

Report options

OptionDescription
DatesChoose the type of date you would like to sort by.
StatusChoose the invoice status to show.
Sort ByChoose an option to sort the report in order of.
Unsent OnlyTo show only invoices (and other items) which have not been marked as sent.
Include Deleted & VoidedTo show invoices (and other items) which have been deleted or voided.

If you're using multi-currency in Xero, the report also shows a Currency drop-down to view only invoices in a specific currency.

Find out more about multi-currency reports in Xero

If you're viewing a saved or published report, you may see notes added by someone with the Adviser user role.

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