Invoice Email - Ability to edit "Review and pay" banner
The "Review and pay" banner misleads recipients into thinking they can make electronic payments, but we're not using e-invoicing and have it turned off. Another major issue is that it causes significant delays in loading or, in some cases, renders the invoice completely inaccessible. The banner in the new invoicing should be named "Review" rather than "Review and pay" or be editable to suit different needs.
Cecily Fung
shared this idea
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Andy Huggett
commented
To add to this thread, I use GoCardless integrated with xero, so the payment of the invoice is automated by GoCardless, but the invoice email button states 'Review & pay' when the customer does not need to pay it manually because GoCardless will take payment. Xero really need to allow for this button to be removed or changed, it’s confusing customers.
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Emily McRorie
commented
We set up and use a branding theme 'online payment' when clients select to pay with credit card via paypal. This will be sent as "Review and Pay". But if I use just our standard theme, it will be sent as just "View Invoice"
This can be edited in 'Edit Branding Theme' under the Payment Services dropdown menu. -
Accounts Bplanned
commented
would also like to be able to select whether or not to display the invoice details in email body as clients have complained that it is confusing when only some items lines are shown
