Allow custom Invoice titles like "Donation Request" on the online payment portal and email buttons (DOCX doesn't fix this)
We would love to have the ability to change the hardcoded word "Invoice" on the online payment portal screens and the automated email action buttons. Currently, even if we use an advanced DOCX template to change our PDF layout to a "Donation Request," Xero doesn't match this online. The green email button is permanently locked to "View Invoice", and the online Stripe payment portal forcefully flashes "Tax Invoice" or "Invoice" at the top left.
As a secondary bonus, being able to edit the standard Invoice title settings inline with Quotes, Statements, and Credit Notes (which already allow custom titles) would mean non-profits wouldn't have to rely on complex DOCX workarounds at all.
The Context / Current Roadblocks:
The Workflow Balancing Act: A donation is a voluntary, unconditional gift. Right now, to protect donor goodwill and keep our communication warm, we have to choose between two bad options: we can turn off the automated email buttons entirely so they don't see the word "Invoice," but then we lose the ease of online credit card processing (Stripe) for our donors.
Donor Communication & Compliance: When our supporters see terms like "Invoice" on the email button or the online payment portal, it makes an optional donation feel like a mandatory commercial bill or debt. Being able to change these touchpoints to say "Donation Request" would keep our workflow seamless and legally compliant.
Thank you so much for considering this update for the non-profit community!
Iris Lee
shared this idea
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