Settings and activity
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160 votes
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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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,Denise Paterson - Snaddon
supported this idea
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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.