Customer Statements - Option to remove links to invoices
Have the option to remove links to invoices on Customer Statements

Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
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Susan Hays commented
The custom branding theme link you posted doesn’t work. I understand that Xero doesn’t allow any customization of statements at all.
I now have to print each one to a PDF program, manually remove all the hyperlinks, and then send it to the client. This is a huge issue when you have dozens (or even hundreds) of debtors. A solution to this is urgently needed.
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Jocelyn Coady commented
Diane - thank you for the heads up. This new "feature" isn't appearing in our instance yet, but now we know to keep an eye out for it.
We've already had to stop using the invoice reminder functions in Xero because they can't (or won't) stop including links to non-existent invoice PDFs. Now it seems we'll have to stop sending statements as well!
Xero have absolutely no interest in helping customers who don't use their invoicing - it's a disgrace.
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Diane Cameron commented
This week, a new "Pay & Review" button appeared on the emails that accompany statements that are emailed to customers directly from Xero. I only found this out because I emailed myself a test statement and discovered the new button within the body of the email that I received. (You won't see it when you are setting up the statement to send, only your customer will see the new button when they received the email)
Like many of you below, I had removed the invoice links from the statement. This new button, cannot be removed. If your customer clicks on the button they will be taken to a screen where they can see all outstanding invoices, and the detail behind the invoices.
I don't know if this new feature has been launched on all versions of Xero, so I would suggest you email a test statement to yourself to check.
Xero, can you please make this feature optional and make it something we can opt out of using.
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Susan Hays commented
I'd really like an option to remove the clickable invoice links from customer statements.
Right now, when I send a statement from Xero, the invoice numbers are clickable, and clients can open them directly. This doesn’t work well for how we manage our accounts receivable, and I don’t want clients to be able to access the invoices that way.
It would be great if we could turn off those links or have more control over the layout of the statements — similar to how invoice templates work.
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Kay Herriott commented
Yes I agree with Dawn. We too use a project management system for our invoicing, and the invoice link is creating us no end of issues with our clients. Please give us an option to remove the invoice link from our statements
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Jonathan Jacob commented
Please have it as a simple option to remove the links...
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Dawn Edginton commented
Please remove invoice links from Statements, this is causing us huge problems or at least give an option to remove.
We are requesting like many others that Xero remove invoice links from statements, as they are causing significant issues.
Our company uses a Project Management system to issue invoices which is integrated with Xero, and we need control over the information provided to customers.
The automatic linking of Xero invoices in your Statements does not align with the original invoice sent. We urge Xero to provide an option to ‘opt in’ or ‘opt out’ of this feature, and that this should be a standard option and not require subscribers to create a custom template. As a company we are disappointed with Xero for not adapting to your customers' needs, especially considering we subscribe/ pay for a service monthly. -
Dawn Edginton commented
Please remove invoice links from Statements, this is causing us huge problems or at least give an option to remove.
We are requesting like many others that Xero remove invoice links from statements, as they are causing significant issues.
Our company uses a Project Management system to issue invoices which is integrated with Xero, and we need control over the information provided to customers.
The automatic linking of Xero invoices in your Statements does not align with the original invoice sent. We urge Xero to provide an option to ‘opt in’ or ‘opt out’ of this feature, and that this should be a standard option and not require subscribers to create a custom template. As a company we are disappointed with Xero for not adapting to your customers' needs, especially considering we subscribe/ pay for a service monthly. -
Dawn Edginton commented
Please remove invoice links from Statements, this is causing us huge problems or at least give an option to remove.
We are requesting like many others that Xero remove invoice links from statements, as they are causing significant issues.
Our company uses a Project Management system to issue invoices which is integrated with Xero, and we need control over the information provided to customers.
The automatic linking of Xero invoices in your Statements does not align with the original invoice sent. We urge Xero to provide an option to ‘opt in’ or ‘opt out’ of this feature, and that this should be a standard option and not require subscribers to create a custom template. As a company we are disappointed with Xero for not adapting to your customers' needs, especially considering we subscribe/ pay for a service monthly. -
Shashwat Singh commented
Send all your xero emails from your own domain in just 2 mins. Watch demo : https://www.youtube.com/watch?v=MNsvdL-ppls (No need for multiple tools, relay systems, or complicated setup)
Contact : https://www.xeroemail.com.
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Cathy Zhao commented
Please disable this or allow an opt in/out option. We invoice through other software and clients are downloading invoices from Statement and seeing so many line items that shouldn't be visible!
PLEASE FIX THIS urgently!
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Louise Roche commented
Please disable this or allow an opt in/out option. We invoice through other software and clients are seeing line items that shouldn't be visible!
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Alison Vlaciky commented
I am so upset that this "feature" was implemented without an opt in/opt out option. I reported it as an issue during the trail mode (CX0014003538 in case anybody from Xero is looking at this comments) and the "feature" was disabled for me then. Obviously, the user experience during the trial period was NOT taken into consideration when Xero decided to make the "feature" mandatory. Very disappointing from Xero. My question is "What is the point of putting features into a trial with users if problems the users report are not addressed?" followed by, when is the opt in/opt out option going to be available?
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Jacquie Valderrama commented
Based on your advice to create and upload an advanced template, can you please advise how to edit the «Description» field.
If I understand your instructions correctly, this is where the link is being embedded in the statement and will need to be edited to remove.
thank you
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Mercy Ubani commented
You can change the default template to a custom branding theme by dragging it to the top of the page of the invoice settings page. But other document types will adopt the template layouts in the custom branding theme unless contact settings override this or the document was created before the new template was made (I believe). So you need to check these also meet your needs.
I don't think you can set a default for Statements only (i.e., use a default custom theme for Statements and a default standard theme for invoices). But this may not matter depending on what you send out from Xero.
https://central.xero.com/s/article/Set-default-invoice-quote-templates
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Karin Te Wake commented
Can we change our default to the custom branding theme for our Statements so we don't have to select it every time we send a statement?
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Anura Ranasinghe commented
Can you do the other way, Add link to customer invoices from standard customer statement?
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Eunice Cubbage commented
Hi
I don't want links to invoices to appear on customer statements. I have created a new branding theme and selected this when printing statements, but the links are still there. Please advise how to remove them.
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Dianne Gordon | Chrisp & Davidson commented
Xero users should have the option available to remove the Links to invoices in Statements from Xero as many use a third party software to issue their invoices.
It is not an issue if invoices are sent from Xero but for a lot of businesses the Xero invoicing and process they use requires that they invoice from third party platforms.
Why was this option not put in when the Links were introduced?
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Accounts - The Promo Lab commented
Why are links to invoices now showing on invoice REMINDERS as well now despite the settings having it turned off??