See the list of Xero Payment Reports below and follow the steps on How To Generate a Report relevant to your requirements.
Related Articles
| I Require... | Report Name | Report Number | Report Description |
|---|---|---|---|
| a report showing all data integrated with Wisenet | Wise.NET Data Integration Report | 272 | Use this report to filter Learners that you wish to have integrated between Wise.NET and Xero. |
| a detailed list of all Xero invoices for Learners | Xero Invoice Details | 442 | Lists all Xero Invoices that are attached to Learners |
| a list of Xero Invoices issued with Learner enrolment details per invoice. Only lists invoices with a due date within an active course enrolment period. The list also shows Learners who do not have an invoice issued next to their name yet | Xero Invoicing with Corresponding Course Enrolments | 498 | Lists invoices with a due date within an active course enrolment period that are attached to Learners. Also allows filtering by Learners Sync'd to Xero but no invoice. |
| a Excel report showing all Xero invoices that are due after today | Xero Invoices Due | 519 | Future & Overdue Xero Invoices Report (Excel) |
| a list of all Xero Invoices issued with Learner enrolment details. The list also shows Learners who do not have an invoice issued next to their name yet | All Xero Invoicing with Course Enrolment Details | 9016 | Lists all Xero Invoices attached to Learners, including enrolments who are synced to Xero without invoices. |
