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Branding - Links to Invoices from custom DOCX Statements

Link to Invoices on Custom Statements

Xero recently added a link to Invoices on the Standard Statement. Thank you! However, this is only helpful if you're using the Standard statement. We would like to be able to add the Invoice link on Custom statements as well.

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Jeremy Madsen shared this idea  ·   ·  Report…  ·  Admin →
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  • Janara Jornor commented  ·   ·  Report

    I see quite a few people have been requesting this feature for a while now. And I have been putting up with having to send statements with a standard template instead of my own custom template, which creates the scenario of a different look, making the custom template a little bit of a waste of time.
    I don't know why this simple thing is elimated as an option for custom templates. It is also handy for a customer to click on the invoice to save time.
    When you go to all the trouble of creating custom templates, one shouldn't miss out on various options.
    I doubt this would be a hard thing to add a "placeholder field" to achieve this.
    When can we hear an answer about this option being added?

  • Francis Handcock commented  ·   ·  Report

    Really important indeed critical with statements, saves so much time

  • Maria Dorta (Accounts) commented  ·   ·  Report

    Please add a link to invoices for Statements using a custom template. It saves a lot of time when we have the option to download a missing invoice from a statement

  • Lisa Kumbaroff commented  ·   ·  Report

    Links to the invoices on Statements using a custom template would definitely be a very helpful feature. I get so many emails requesting copies of invoices, which takes time and creates a lot of extra work.
    Please add a link to invoices for Statements using a custom template.

  • Janara Jornor commented  ·   ·  Report

    Yes, I would also like to have links on Statements to the invoices using custom template. It is a most helpful feature. The standard template isn't always the best layout for various needs. I have in the past sent statements that didn't link to the invoices (esp needed when multiple invoices are listed), and customers have then asked for a copy of the invoices, which I then have to send individually. That is extra time and work.
    Please incorporate a code to link to the invoices for the custom statement template.

  • Kimberley Heap commented  ·   ·  Report

    Due to the limitations with the standard statement (particularly the "reference" column width) it really would be helpful to have this feature available in custom statements.

  • Meg Scowcroft commented  ·   ·  Report

    The standard statement layout is able to provide links to the invoices due however, this really needs to be implemented or have a custom field map for the custom templates - automatically generated links to invoices

  • Louise Thomas commented  ·   ·  Report

    Considering how bad the standard statement layout is, it is not good enough that it can't be put into a custom statement. Surely this is not hard, just Xero providing the custom field code?!

  • Cory Schollum commented  ·   ·  Report

    +1 to custom statements being able to have links to invoices. default statement template does not meet our needs (column width and long9sh reference numbers)

  • EMMA WARREN commented  ·   ·  Report

    It would also be helpful to be able to make more than one change and an easier process as well. the process to investigate how to edit a template was extremely time consuming and to then realise at the end that there is no way to actually implement the change I want and keep settings already there as well.

  • Anastasia Jamieson commented  ·   ·  Report

    Very important for larger clients who have multiple invoices for different client bases.

  • Jonathan Shepherd commented  ·   ·  Report

    Add the newly released update to standard statement templates, being automatically generated links to invoices, as an option for custom templates.