Xero sales by customer report: who you invoiced and how much

Sample Sales by Customer report for a demo company, as sent by Reportpost — A sample Sales by Customer for a demo company, as Reportpost sends it.

What it shows

Sales per customer for a period
In Reportpost's version, customers sorted largest first, with each one's share of total sales
Also in Reportpost's version: number of invoices (and credit notes, if any), tax, total and what's still due

A sales by customer list is also a quick concentration check. If one customer is a third of your sales, losing them would hurt, and a lender or buyer will ask about it. Seeing each customer's share every month makes that easy to watch.

Where to find it in Xero

The closest Xero report is Income by Contact, a ready-made format of the Income and Expenses by Contact report (open it from Reporting > All reports, then pick Income by Contact from the panel on the left). The Receivable Invoice Summary also has a Top customers format.

Settings worth knowing

Date range and comparison periods, to see each customer month by month
Filters by contact, contact group, account or transaction type
Mark it as a favourite if you use it often, or save it as a custom report once you've changed the layout

Things to watch out for

Income by Contact counts more than invoices: receive money transactions and prepayments are included too (credit notes are in both), so the total won't always match what you invoiced.
Amounts are net of tax and follow the invoice date, not when the customer paid.
You need the administrator, standard + reports or viewer role to run it.

Getting it by email on a schedule

Xero's standard report screens have no schedule option, so the usual routine is to export the report and attach it by hand. Reportpost sends a sales by customer table for your chosen period, such as last month: each customer's approved sales invoices less credit notes, excluding tax, with tax, total, what's still due as at the day it sends (less any unused credit) and their share of sales, largest first. If you invoice in more than one currency, each currency gets its own total. In the email, the report comes with a one-line summary: how many customers you invoiced, the total excluding tax and, if there's more than one, your largest customer with their share. You choose the recipients and how often the email goes out: weekly, every two weeks, monthly or quarterly, at the hour you pick in your timezone. Try the demo without connecting Xero.