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  1. Customer Statements - Option to remove links to invoices

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    72 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    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.
    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.

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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  ·