Customer Statement – increase character limit on reference field
Hi everyone,
Our customers would like to see the full PO number in the customer statement. Could we increase the character limit of the reference field to 40–50 characters?
Emma Luo
shared this idea
Hi! There's already a way to do this in Xero.
You could add a Custom DOCX branding theme, and download our sample templates to customise in Microsoft Word.
With the statement template open in Word, you'd replace the <Reference> merge field with <LongReference> to display the full reference, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your statements.
There's more info on this here: Create an advanced invoice template (the same feature is used for invoices, statements, purchase orders and more).
