New Invoicing - Hide detailed summary on email
The new invoicing email sends a detailed summary of the invoice as part of the email. We would like the option to opt out for this like the old email template. We like to breakdown our invoicing internally for reporting purposes but the client does not need a breakdown of line items, just a total. We use custom invoicing templates so that we dont show line by line breakdown and the new email overrides this. Please do not switch off the old invoicing module until this is fixed. Downloading an invoice and sending it through my emails is time consuming and defeats the purpose of this new invoicing portal.
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Shirley Zhang commented
Hi Paul, looks like theyve fixed the email template tick box. They released it with it not working and I had the tick box not selected and it was still sending the breakdown but just tested and its now working as designed it seems
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Paul McCormack commented
Shirley - I found where you can disable this yourself:
under Settings > Email Settings > Templates. Click on Sales Invoice and you will see a tick box already enabled 'Include quick link to online invoice and detail summary'. Untick this box. It's a shame Xero automatically enabled this box with introduction of this feature. It should have been optional.
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Kathy Skinner commented
Xero doesn't really listen to their customers and seem to decide what they will do as far as development goes. Maybe if they actually had to use the system like we do then they might actually understand the complaints. Getting tired of them just going ahead regardless of what their subscribers say, none of this new invoicing or the email template should be implemented until it's fully sorted. Why not just update the classic instead or is that too difficult for them and leave the email template alone altogether.
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Tanya McNamara commented
We predominantly invoice out of XPM using multiple line items (because of multiple tasks and disbursements recovered) - our invoice template has been specifically formatted so that the recipient just receives a total for the invoice and can't see the breakdown of each line item in the PDF attachment.
With the new email template, the recipient can now see the line by line totals in the main body of the email received. This is a major problem and there is no good reason to have this extra information displayed to the customer in the invoice email.
This is not good enough Xero and you need to rectify this oversight immediately! Surely the source information in XPM should not be there for everyone to see.
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Christopher Ferris commented
We agree. We use the line items for internal tracking which the client doesn't need to see. This could be a big issue with some clients. Please allow this to be a choice on the new email template too.
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Tanya McNamara commented
To be perfectly honest the new email invoice template looks really terrible. Not sure why the details of the invoice need to be listed again (there is already a hyperlink and PDF attachment of the invoice). Furthermore, the oversized payment option icons are a massive distraction from a simple email invoice template. It looks way too busy and there is too much information from an end user point of view. Bring back the old email invoice format.
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Kate Livingstone commented
Removing the tick in the checkbox doesn't seem to work.
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Kate Livingstone commented
Totally unacceptable. Please fix as a matter of urgency.
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Richard Landsberg commented
Making this change and not being able to disable it is totally unacceptable. This urgently needs to be fixed as we have clients who are now unable to send invoices out to customers directly from Xero.
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Integrated IP commented
Very annoying - why just implement a change without having the option to role back.
There's a checkbox now but you have to uncheck it on every template. It doesn't seem to work for us.
Solution is to move my companies to quickbooks or another provider.
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Lianne Wallace commented
Hurrah! There's a checkbox now but you have to uncheck it on every template. But it removes the invoice details in the email. Hopefully this is a permanent implementation not a temporary one. Thank you.
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Lianne Wallace commented
This also impacts all of customers!! We are using the old version not the new version, yet it has started including this on all emails from yesterday. We now need to go back at least 10 years in technology and download our custom template every single time (hours each day now instead of an hour or less) and email a PDF copy to them via outlook instead. This will also impact us for follow up batch invoices to be sent in bulk and all our reminder follow ups will also now need to be done via PDF download and email!!! Totally understand & welcome adding of new features but this new update takes so many away?!
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Sheradyn Lord commented
Agree this is unacceptable and will affect a number of my clients. It doesn't make sense that we have the ability to customise invoice templates but not the information relayed in the body of the email. We will need to resort to downloading invoices as pdfs and emailing them all individually until the problem is rectified.
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Ryan Bird commented
Extremely urgent that this gets addressed (it is happening both in Old Invoicing and New Invoicing)
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Jo Hampton commented
I only just noticed this. We need to be able to turn this off. I've switched back to the old invoices now.