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Customer Statements - Option to remove links to invoices

Have the option to remove links to invoices on Customer Statements

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Caroline Dumont shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Katie Tuckett commented  ·   ·  Report

    I am having the same issue with a client that uses different software to raise their sales invoices and the information that gets transferred to Xero is minimal because it's all in the other software. Clients get copy invoices from the other software. This has created a HUGE amount of work for us and I'm getting it in the neck from the Client too!!! This feature needs to be removed or we should be able to switch this off!

  • Bridget Baker commented  ·   ·  Report

    YES!!!! I second that.

    I only noticed it just now when I ran off my statements.

    The invoices that the client gets through our workflow software are by far superior to what the client gets to see after they have been imported into Xero.

    Our invoices contain a detailed description of the work done, breakdown of cost items etc.

    When the client clicks the link to Xero, all they see is a job number, the quantity '1' and the entire amount that has been billed to them.

    This is NOT something I want the clients to see.

    The suggestion from Xero support to break the link by printing every individual statement to PDF and then break the link in a PDF editor is ... Honestly, I can't even get my head around that someone would make a suggestion that this is the only way to handle up to (or even above) a hundred statements a month. Who is going to pay me for this gigantic waste of time?

  • Accounts - The Promo Lab commented  ·   ·  Report

    Please allow us to disable this new change! We invoice through a separate software and do not want the clients seeing the Xero version as it is not set up for them to view! Pretty unhappy that this change was made without being made aware as our clients have now seen invoices we don't want them seeing. This change has created a massive load of work for me now.

  • Carolyn Jones commented  ·   ·  Report

    The link to invoices is very confusing to customers as we use another program to send our invoices. Please remove this feature as its currently creating extra work for us!

  • URG Australia Accounts commented  ·   ·  Report

    We import our invoices from an external program. there is no need for customer to see link to the way invoice appears when in Xero - please advise a fix to have the hyperlinks on a statement removed!

  • Jess Wright commented  ·   ·  Report

    Client uses add-on to send invoices so do not want the customer to be able to click through to this invoice

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