Customer Invoice Report (older version)

Access 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.

Customise your report

Sort and filter the report using the options at the top of the screen.

Sort and filter the report using the drop-downs at the top.

Report options

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 will also display a Currency drop-down. This allows you to view only those invoices in a specific currency.

Find out more about multi-currency reports in Xero.

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

Access individual items

Access an individual invoice, credit note, prepayment or overpayment by clicking on the item details.

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