Statements - Remove the Red ink from overdue
I would like to be able to select a covering statement email as the red box with overdue payments is really annoying our scholars. They see this and think it is the amount they owe. Most of our scholars pay in small instalments this is highly confusing for them. If we had a choice of an alternative template it would be really useful. I have written to support and there is not currently an option for this. Their reply is below for you info.
I understand the issue is with the red box showing overdue amounts in the covering email when you send statements to your scholars, rather than the statement itself.
Unfortunately, the format of the covering email that accompanies customer statements, including the red box displaying overdue amounts, is part of Xero's standard design and can't be customised or removed. This applies to all statement emails sent from Xero.
The red box is designed to give recipients a quick summary of their account status, but I understand this isn't working well for your situation where scholars make payments in instalments.
As a workaround, you could consider downloading the statement and sending it separately through your own email system, which would give you full control over the email message and format. To do this, you can view the statement in Xero and then print or export it as a PDF to send via your own email.
I understand this creates extra work for you, and I recognise this isn't an ideal solution for your workflow, so I’ve included a link to Xero Product Ideas. This is where you can search for similar ideas, support any that match what you’re looking for, or create a new idea to let us know you’d like this feature. Our team reviews ideas and updates the page as there’s news to share.
Nicky Clargo
shared this idea
✨ Thanks so much for taking the time to share this idea and explain the challenge you’re running into. We’re moving this idea to Gaining Support so we can hear from more customers who would like greater flexibility in how overdue information is shown in statement emails, including different template options.
If this is something others in your network are running into as well, we’d really appreciate them adding a vote or sharing their use case too. That kind of detail helps our product team better understand the real impact on day-to-day workflows.
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Rosie Palmer
commented
For us, the option to remove the overdue amount from the template email would be great - we operate an overpayment system so this causes much confusion. I know there are workarounds for this, but our current system of recording works great and it would be a huge amount of work/time for us to offset each overpayment made historically in order to zero out the "amount overdue" - an option to remove this entirely from the email template is something we desperately need because we are now not in a position to send bulk statements having to manually generate and send instead. In recent times the overdue amount was not included in emails but something changed and it is now. Please make this simple change!!