Customer Statements - Option to remove links to invoices
Have the option to remove links to invoices on Customer Statements
Hi community, thanks for continuing to share your feedback on this idea.
We appreciate wanting to hear more on where this is at and we'd like to update that we're just beginning to explore the future of Statements within Xero.
We understand the need for more control over what’s included in statements, particularly when invoice links or related actions don’t reflect the way your business work, or cause confusion for the customers receiving them.
This is something our team will be taking into careful consideration as that work develops.
We’ll keep you updated here as discovery progresses.
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Jon Shepherd
commented
There is a workaround for 'disabling' this by using a custom template for statements. We use this, but actually would like the ability to add invoice links to ours.
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Jodie O'Keefe
commented
We use external invoices so when customers receive Xero statements with the invoice link it causes them confusion. We NEED to have the feature to turn this off!
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George Bradford
commented
As with previous comments, the link to invoices on customer statements is a huge hindrance and it has been very poorly thought through to not provide a basic opt-in/opt-out option for this facility. When will this feature be provided for this ongoing issue??
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Ruth Peters
commented
We generate a summarised invoice from another system. We do not want the customers accessing the details of the invoice showing any additional markup.
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Vikki Walton
commented
We use third party invoicing to send to clients. Our Government clients require specific layout and information that our Xero invoices don't provide. Please make this feature optional.
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Lyndel Nothrop
commented
Needs to removable! We use external invoices so when customers receive Xero statements with the invoice linked it causes them confusion
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David Brighouse
commented
I agree with everyone else, this feature needs to be removable
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Amanda Wakeford
commented
We do not use XERO for invoicing this is done on another application, so like others have stated we do not want a link to the invoice on our statements.
If the client requests a copy then this can be sent from the original invoicing source.
Please can you add an option to remove the link.
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Amy Baylis
commented
Can't believe something so basic cannot be done, we also invoice on another system, really really frustrating, please look to change this.
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Carla Thorne
commented
Client doesnt want his customer seeing all the technical info brought through from 3rd party system. This is causing him lots of stress. this needs to be optional
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Michelle Sonntag
commented
We also invoice on a separate system, it brings through information to the Xero invoice that we don't want our client to view. Had I not picked this up it could have been quite detrimental to the business.
Please the very least create an option to remove this link. -
Louise Arnaud
commented
We invoice on another system and just use xero for the accounting and to send out statements. It is really important to us that you can remove the link.
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Alice B
commented
Why?? We too invoice out of another software system, so only the most basic line item info is imported into Xero. This makes the online invoice link show such simple information that it is pretty much irrelevant to the customer.
PLEASE give us the ability to remove the links off the statement, and focus your development team on issues that help not hinder us in our jobs every day! -
Eleanor Lefever
commented
Xero - if only you'd put the effort for this feature, that so many of us don't want, into automatic statement sending, that so many of us do.
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Hamish Martin
commented
We use another system for invoice creation and often this does not include line items as this may contain some sensitive pricing information. The statement links back to the invoice in Xero show all line items as well as being formatted differently to our original invoice. The invoice in Xero does not contain any of the original description text from our other system so this is very confusing for our customers.
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Emma Moulton
commented
This is critical for some of our clients - again we generate invoices from other software and the full details are not transferred into Xero. This is causing a lot of confusion with our customers. I've seen the suggested workaround but this is very time consuming and therefore, not an option
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Amy Haglund
commented
Yes please, it needs to be an option. Our statements from the software we send invoices from are completely different from what Xero produces. We need to be able to turn the links off!!
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Sarah Peterson
commented
Like others we use different software to raise our invoices, so need the option to turn this off as the invoice the link goes to means nothing to our client (except for the bottom dollar owing)
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Sarah Dowse
commented
Very important to have an easy way to opt out of the hyperlinked invoice on the statement, we invoice though different software like many other customers here, it is creating a lot of work to send statements now.
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Jacqui Grace
commented
Like at lot of the other comments, we use different software to raise out invoices, and what transfers to Xero is not what we want our clients to see.
We are really disappointed that this has been forced onto us without the option to turn it off.