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  1. Customer Statements - Option to remove links to invoices

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    46 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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    Emma Moulton commented  · 

    This is critical for some of our clients - again we generate invoices from other software and the full details are not transferred into Xero. This is causing a lot of confusion with our customers. I've seen the suggested workaround but this is very time consuming and therefore, not an option