Online Invoice - Turn off CSV option
Be able to remove the csv file option when viewing invoices online. I have a template set up which gives a detailed description but only a total price as I do not want customers to see the individual prices. However if they view online and download the CSV they can see this detail. It only seems to happen when emailed to Gmail accounts as we don't include the invoice link in the email. I now have to put in 0's for each line item and manually enter the total amount.
Bianca Field
shared this idea
Hi team, while we appreciate your interest in being able to restrict the export formats of your online invoices, we want to be upfront that we don't have any plans for changing these options at present.
We are continuing to gauge the sense of support in this through this idea, and I will share if there are any updates.
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Lisa MacLean
commented
It's disappointing that this won't be looked at, as it seems like a genuine flaw in the software. Clients should not have access to view information that is not included in the Invoice that is sent to them.
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Aaron Kober
commented
We also have this same issue. We are forced to use a third party invoicing software because we cannot disable the CSV download option. We would save so much money and time if we could turn off that option and only use Xero.
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Lisa MacLean
commented
We have the same issue. Should be able to disable CSV