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.

The Customer Invoice Report is a way of viewing and exporting items from Sales.

To access the older version of the Customer Invoice report:

  1. On the Reports menu, click All Reports.
  2. Under Sales, click Customer Invoice Report.

Help on this page:

Elsewhere in Help Centre:

Sort and filter the report

Sort and filter the report using the options at the top of the screen. Next, generate the report by clicking Update.

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

Use the:

  • Dates drop-down to choose the type of date to sort by. Choose from:
    • Any Date
    • Invoice Date
    • Due Date
    • Expected Date (expected payment date specified in Sales, if any)
  • From and To fields to choose the time frame of the report.
  • Status drop-down to choose the invoice status to show:
    • Show All
    • Draft
    • Awaiting Approval
    • Awaiting Payment
    • Paid
    • Voided
    • Deleted (only applies to invoices which are draft or awaiting approval)
  • Sort By drop-down to sort the report in order of:
    • Invoice Number (default order)
    • Reference
    • Contact
    • Invoice Date
    • Due Date
    • Paid Date
    • Expected Date (expected payment date specified in Sales, if any)
  • Unsent Only checkbox to show only invoices (and other items) which have not been marked as sent. By default the report will show both sent and unsent items.
  • Include Deleted & Voided checkbox to show invoices (and other items) which have been deleted or voided. By default the report will not show deleted and voided items.

Click the Update button to generate your report each time you make changes.

Update button.

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.

Customer Invoice Report full screen.

View the report

The report shows basically the same information that you can see from looking at one of the tabs in Sales, but filtered by the options you have chosen.

Report columns

The columns show the following information (if any), within the limits you have chosen:

  • Invoice Number: invoice, credit note, overpayment or prepayment number.
  • Reference: from the reference field on the item.
  • Type: whether invoice, credit note, overpayment or prepayment.
  • To: contact name.
  • Date: date on the invoice or other item.
  • Due Date: date the item is/was due (if any).
  • Expected Date: expected payment date specified in Sales, if any.
  • Paid Date: latest date that payment was made. Note: the paid date uses the latest date from any credit allocation including payments, credit notes, prepayments or overpayments.
  • Invoice Total: including VAT and any credit notes, prepayments or overpayments.
  • Paid: amount currently paid. Note: this amount only includes payments and excludes any allocations of credit from prepayments, credit notes or overpayments.
  • Due: amount currently due.
  • Sent: whether the item has been marked as sent or not.
  • Status: the tab it currently shows on in Sales.

Use the horizontal scroll bar or the full window view to view the full width of the report.

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.

Click on item to view it.

View the invoice.

Next: export, save as draft, or publish the report

To add more filters or perform further calculations, you can export the report to Excel or Google Sheets. You can also convert it to PDF format for printing or sharing. Select your export option from the Export button drop-down menu.

Use the drop-down menu from the Export button.

There is no Print button on this report, but you can export it as a PDF to print it