New Invoicing - add "Hide invoice summary in email" option
Despite several separate requests on this forum, New Invoicing's email still begins with an invoice summary, unlike Classic Invoicing.
For us, relationship and communication are more important than asking for payment so Classic Invoicing's email is perfectly set up with our message first and the invoice following.
New Invoicing's email reverses this with the money part writ large at the top.
Andrew Chadwick described it better than I can in the post linked below. The idea has been marked as Delivered but, respectfully, it hasn't been. His and my points still stand.
Donal Whelan
shared this idea
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Donal Whelan
commented
Follow-up: please see the attached screenshot and give us the option to hide this.
You've introduced it in New Invoicing and it changes the whole tone of the email. It looks very unprofessional.
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Stephen Walsh
commented
This is not only unprofessional but breaks non-English emails as the boilerplate at the top comes out in English regardless of the language of the template, resulting in possible legal issues in Quebec.
'Include action to online invoice and detailed summary' has always been unchecked, and still the boilerplate appears.
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Kelly Mooney
commented
Please reopen this case or revert to classic invoicing.
This is critical for us as a Not For Profit. Our supporters do not need to see the first 4 summary lines on the email template.
I agree with Philip Taylor it is a very unprofessional look.
Unchecking the 'Include action to online invoice and detailed summary' option as suggested by Kelly Munro of Xero in the above post has no effect.
Unfortunately, Xero provides very little support for charities who have to use the tool unconventionally to send out donation receipts.
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Philip Taylor
commented
This has definitely not been fixed. This post below needs re-opening so it can be addressed:
Most of our orders are pre-paid online before being imported to Xero. It looks totally unprofessional to have an invoice email highlighting a zero balance in large bold text at the top of the email. The whole idea behind custom templates is that users have the flexibility to customise them to meet their business requirements.
Unchecking the 'Include action to online invoice and detailed summary' option as suggested by Kelly Munro of Xero in the above post has no effect.
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Ross Persson
commented
The problem seems to be that they think they have fixed the issue but they have only partly fixed it. You can go into your email settings and uncheck "Include action to online invoice and detail summary".
Now what happens is, if you sent the email from an open invoice "approve and email" it sends the email 'new invoice settings'. If you go to the list of invoices and check the boxes of the invoices you want to email, it sends the email like the Classic Invoicing.
I have attached the same invoice emailed each of these ways:
