Customer Statements - Option to remove links to invoices
Have the option to remove links to invoices on Customer Statements
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
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Katherine Morrow
commented
Please add a tick box option to 'turn off' invoice links.
Many Xero users generate their invoicing outside of Xero but still need to send statements from Xero. -
Denise Paterson - Snaddon
commented
I am finding that if you send an activity statement to the client
the pdf is correct but the statement that you get when you click view shows outstanding. Sometimes these can look very different and also do not show any company logos or other information. If I select activity I want both to be the same. I am also finding the red Overdue account and amount that automatically pops up on the body of the email definately not suitable for some of our clients - they will take offence. It is also sometimes showing as outstanding IN RED in some cases where the actual customer balance is in credit, but has not yet been allocated against the correct invoice. This is definitely not what I want clients seeing. It should be a option only.
We like others use another invoicing system which then send information into xero. Basically I almost can't send out the statements, for fear of them being incorrect. What a bad idea from Xero. It sounds as if lots of people are upset with this option and even suggested that in the trials.
Not good Xero. This weirdly has just occurred for us now, but I note that the new dashboard has also just changed for us. Xero have told me it happened last year but not for us. Possibly it is a staggered change over. -
Denise Paterson - Snaddon
commented
I am finding that if you send an activity statement to the client
the pdf is correct but the statement that you get when you click view shows outstanding. Sometimes these can look very different and also do not show any company logos or other information. If I select activity I want both to be the same. I am also finding the red Overdue account and amount that automatically pops up on the body of the email definately not suitable for some of our clients - they will take offence. It is also sometimes showing as outstanding IN RED in some cases where the actual customer balance is in credit, but has not yet been allocated against the correct invoice. This is definitely not what I want clients seeing. It should be a option only, -
Lynn Young
commented
agree with the below that the review and pay link should be optional
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Jenni McPherson
commented
Please remove the "Review & Pay" link feature. This should be optional.
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Janneke Beukes
commented
Hi, I also want the review & pay link removed. We don't want this feature.
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Diane Cameron
commented
Hi Cassie - I managed to get the link removed by raising a ticket on Xero Central. Ask the Xero team to contact the product development team. They should be able to deactivate this for you.
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Cassie Benjamin
commented
arah! we need the review and pay link removed from our statement emails sent. We have a customised set up for our statements as we use a stand alone system for our customer invoices and do not want them clicking onto an invoice link.
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Susan Hays
commented
The custom branding theme link you posted doesn’t work. I understand that Xero doesn’t allow any customization of statements at all.
I now have to print each one to a PDF program, manually remove all the hyperlinks, and then send it to the client. This is a huge issue when you have dozens (or even hundreds) of debtors. A solution to this is urgently needed.
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Jocelyn Coady
commented
Diane - thank you for the heads up. This new "feature" isn't appearing in our instance yet, but now we know to keep an eye out for it.
We've already had to stop using the invoice reminder functions in Xero because they can't (or won't) stop including links to non-existent invoice PDFs. Now it seems we'll have to stop sending statements as well!
Xero have absolutely no interest in helping customers who don't use their invoicing - it's a disgrace.
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Diane Cameron
commented
This week, a new "Pay & Review" button appeared on the emails that accompany statements that are emailed to customers directly from Xero. I only found this out because I emailed myself a test statement and discovered the new button within the body of the email that I received. (You won't see it when you are setting up the statement to send, only your customer will see the new button when they received the email)
Like many of you below, I had removed the invoice links from the statement. This new button, cannot be removed. If your customer clicks on the button they will be taken to a screen where they can see all outstanding invoices, and the detail behind the invoices.
I don't know if this new feature has been launched on all versions of Xero, so I would suggest you email a test statement to yourself to check.
Xero, can you please make this feature optional and make it something we can opt out of using.
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Susan Hays
commented
I'd really like an option to remove the clickable invoice links from customer statements.
Right now, when I send a statement from Xero, the invoice numbers are clickable, and clients can open them directly. This doesn’t work well for how we manage our accounts receivable, and I don’t want clients to be able to access the invoices that way.
It would be great if we could turn off those links or have more control over the layout of the statements — similar to how invoice templates work.
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Kay Herriott
commented
Yes I agree with Dawn. We too use a project management system for our invoicing, and the invoice link is creating us no end of issues with our clients. Please give us an option to remove the invoice link from our statements
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Jonathan Jacob
commented
Please have it as a simple option to remove the links...
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Dawn Edginton
commented
Please remove invoice links from Statements, this is causing us huge problems or at least give an option to remove.
We are requesting like many others that Xero remove invoice links from statements, as they are causing significant issues.
Our company uses a Project Management system to issue invoices which is integrated with Xero, and we need control over the information provided to customers.
The automatic linking of Xero invoices in your Statements does not align with the original invoice sent. We urge Xero to provide an option to ‘opt in’ or ‘opt out’ of this feature, and that this should be a standard option and not require subscribers to create a custom template. As a company we are disappointed with Xero for not adapting to your customers' needs, especially considering we subscribe/ pay for a service monthly. -
Dawn Edginton
commented
Please remove invoice links from Statements, this is causing us huge problems or at least give an option to remove.
We are requesting like many others that Xero remove invoice links from statements, as they are causing significant issues.
Our company uses a Project Management system to issue invoices which is integrated with Xero, and we need control over the information provided to customers.
The automatic linking of Xero invoices in your Statements does not align with the original invoice sent. We urge Xero to provide an option to ‘opt in’ or ‘opt out’ of this feature, and that this should be a standard option and not require subscribers to create a custom template. As a company we are disappointed with Xero for not adapting to your customers' needs, especially considering we subscribe/ pay for a service monthly. -
Dawn Edginton
commented
Please remove invoice links from Statements, this is causing us huge problems or at least give an option to remove.
We are requesting like many others that Xero remove invoice links from statements, as they are causing significant issues.
Our company uses a Project Management system to issue invoices which is integrated with Xero, and we need control over the information provided to customers.
The automatic linking of Xero invoices in your Statements does not align with the original invoice sent. We urge Xero to provide an option to ‘opt in’ or ‘opt out’ of this feature, and that this should be a standard option and not require subscribers to create a custom template. As a company we are disappointed with Xero for not adapting to your customers' needs, especially considering we subscribe/ pay for a service monthly. -
Shashwat Singh
commented
Send all your xero emails from your own domain in just 2 mins. Watch demo : https://www.youtube.com/watch?v=MNsvdL-ppls (No need for multiple tools, relay systems, or complicated setup)
Contact : https://www.xeroemail.com.
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Cathy Zhao
commented
Please disable this or allow an opt in/out option. We invoice through other software and clients are downloading invoices from Statement and seeing so many line items that shouldn't be visible!
PLEASE FIX THIS urgently!
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Louise Roche
commented
Please disable this or allow an opt in/out option. We invoice through other software and clients are seeing line items that shouldn't be visible!