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  1. Customer Statements - Option to remove links to invoices

    147 votes

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    56 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Accounts - The Promo Lab commented  · 

    Why are links to invoices now showing on invoice REMINDERS as well now despite the settings having it turned off??

    Accounts - The Promo Lab supported this idea  · 
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    Accounts - The Promo Lab commented  · 

    Please allow us to disable this new change! We invoice through a separate software and do not want the clients seeing the Xero version as it is not set up for them to view! Pretty unhappy that this change was made without being made aware as our clients have now seen invoices we don't want them seeing. This change has created a massive load of work for me now.

  2. Invoices - Unapprove option

    493 votes

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    162 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

    As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

    While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…

    Accounts - The Promo Lab supported this idea  ·