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Xero Debtors template

Debtors detail at your fingertips

A specialist template using the DataDear add-in for Excel, helping you present and analyse your debtors from Xero.

£45 + VAT


Xero Profit and Loss template on a desktop computer

All of your key debtors information, ready in just one click

Struggling to get a clear view of which of your invoices are outstanding and overdue? Need a quick and easy way to see all of your invoices and credit notes by customer? Want to see all of your key debtors information in one simple and concise dashboard?

If you have answered yes to any of the above then our Xero Debtors reporting template is for you.

Our Xero Debtors template uses the DataDear add-in to bring down your core customer invoice data. The reporting template then provides the following key reports with just a simple refresh:

  • Debtors dashboard (KPIs and charts)
  • Net sales trend by customer
  • Details of all outstanding and overdue invoices and credit notes with debtors aging
  • Debtors days report
  • Customer report

Please note: our Xero Debtors reporting template is currently designed for a single currency. Multi-currency version coming soon.

Learn more by watching this short video:

Key benefits

  • Straightforward spreadsheet-based template
  • Update quickly and easily using the DataDear add-in to connect Xero to Excel
  • Interactive Dashboard with KPIs and charts
  • Comprehensive user guide
  • Easily customisable
  • Developed by Clarity's certified DataDear Experts to good-practice standards
  • Support available to assist with customisation

Questions about this template? Call or email and we’ll be happy to help you.

Call +44 1225 350730

Email us