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The last part of https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45116737-customer-statements-link-to-invoices hasn't been done.

The part to Hyperlink Invoice Numbers on Customer Statements to External Invoices if the Invoices were imported via API.

Thank you for what was done so far. Please complete the request so as not to confuse our Customers.

This has only 60 votes and still got Xero's attention
Other ideas have 500+ votes and Xero shut it down and made other updates that made our lives harder...
This is the only update so far that I like that Xero has done in the 3 years that I have been working with the site.

Having these on a customer statement would be extremely beneficial, rather than emailing several invoices they would all appear on one statement and the client can then decide if they need to view, save one particular invoice or all of them
I have several bills that come in each month and they have each invoice listed and I am able to click on them to view the individual invoice. For me this helps if I had forgotten what one was I can quickly view to see it rather then contacting the supplier on what the charge was

My colleague sends out invoices in a separate email (not from Xero) because there are other documents that need to be sent with the invoice.

Then fortnightly or monthly I send out statements, and repeatedly get "can you please send me the invoice" Because I am sending the statement to the accounts department and their colleague whom we were initially dealing with has not forward the invoice on to the accounts department.

Invoices being hyperlinked in the statement would mean they can access the invoices themselves. But also since we set up Stripe they can pay the invoices quicker too.

Also I just realised, that since we added a note at the bottom of our invoice for clients to pay using their credit card and to click the link below on the invoice, this wording is also showing up on the statement but the statement has no pay online link!

Either the additional wording entered in the invoice template is NOT used on the statement or a link is added in the statement to pay online and view invoices online.

THIS WOULD BE SUPER HELPFUL!

Having this issue a fair bit nowadays where the customer will ask me to send them copies of invoices after I have already sent a statement. It would be so much easier if the statement was sent with link to the invoices so they can get to them themselves. Perhaps even a link to a page that allows them to click onto their outstanding invoices would be just as good and maybe easier for Xero team to implement.

I second this, some customers are lazy, and when I send them the statement they ask me to send them the invoice instead of searching for the invoice in their email. Would be helpful to include all invoices together with the statement in the email. A lot of customers are still old school and won't click the link either...

Sending a statement with the outstanding invoices would be very helpful, most of our clients once they have received a statement will request copies of the invoices.

This would be a good idea so that customers can click on the invoices in the statement, which would bring them to the actual invoice and the Stripe payment gateway. I submitted a suggestion to include payment gateway details on statements however this would encompass that if customers could click on the invoice on a statement and access the payment gateway through here.

I agree this is a reqirement with the system - as has been stated below many times to be able to either include the actual invoice or a hyper link would mean our customers have all the information to hand regarding any overdue and outstanding invoices.

To do this manually for us on a monthly basis is going to be a mammoth task and a waste of resources when all of the information is stored within Xero.

Either that - or the invoice description needs to be included as well so that they can easily see what the invoice relates to.

I am trying to email individual statements by looking up the client and then selecting 'send statement'. I would like to be able to send any outstanding invoices to the client as an attachment to this same email.

So the basic idea is for us to be able to attach outstanding invoices to the statement and send it via email.

A detailed Statement of accounts sent to clients.

Our clients would usually come back to us on what invoice it pertains to when receiving the statement of accounts, this further adds to our the client's frustration when we activate the invoice reminders and many email reminders start piling up in clients' mail. I can understand the client's concerns to ensure that they do not get double billing due to the reminders. And one solution is to have a detailed statement of accounts with the individual description and amount indicated beside the description.

Hi Kelly,

What Invoice Report are you referring to here? I can't find it in the Reports section of Xero.

Like Gayo, I find the PDF Customer Statements very basic from our customer's side, and having a hyperlink within that PDF so that they can click to view it online, would mean a lot better chance of customers paying with their card or setting up Direct Debit.

And also quicker than us manually going 'Invoice Options --> Share Invoice --> Copy Link --> paste into an email' and repeat multiple times.

For MY part, I want this as after sending a statement I REGULARLY get the answer "oh I haven't got this one!"

It would be nice if clients could download it for themselves.

This would help as when a customer is emailed a statement, there are no links to each invoice, just a list of invoices outstanding. So no way for them to click through and pay each invoice. There is also no option to click through and pay all outstanding invoices in one go, which would be even better.

Very often when I email a statement to a client, they respond with please send me Invoice # xx and yy.

If they are able to simply click on a link in the statement then I won't have to manually find and send the invoices.

Please note that the invoices are not generated nor sent from Xero, so they would need to be directed to the Invoice that was imported via the API. (The link they must be directed to is the one in my attachment.)