Quick fixes 24 – How to customise a report to show receivables by days on Xero

Quickest Way to Check Average Payment Time

1. Go to Business Tab – Click on Business Snapshot.
2. Scroll Down – Look for “Average Time to Get Paid” to see the number of days.
3. Formula Used – Xero calculates this as:
   (Average Accounts Receivables ÷ Sales) ÷ Number of Days in the Period

More Detailed Customer Payment Report

1. Go to Accounting > Reports
2. Find “Management Reports” – This report provides a breakdown of receivables.
3. Customize the Report:
   • Set the period (e.g., full year).
   • Group by Invoice Date or Due Date.
   • Add relevant columns (e.g., total amount paid within different time frames).
4. Run & Analyze the Report – You’ll see how quickly each customer pays and who pays late.
5. Save as Custom Report – Click “Save As”, so you can reuse it later for different periods.

I hope you found this tutorial helpful! You can watch a video tutorial below.

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