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  1. Invoice Email - Ability to edit "Review and pay" banner

    14 votes

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    submitted  ·  13 comments  ·  For small businesses » Business features  ·  Admin →
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    Diane Cameron supported this idea  · 
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    Diane Cameron commented  · 

    Hello.

    To get the 'Review and Pay' button/link on the statement email removed you will need to raise a case on Xero.

    Ask Xero's product team to remove the 'Review and Pay' button from your account.

    Unfortunately there is no ability to remove this functionality yourself.

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    Diane Cameron commented  · 

    This week, a new "Pay & Review" button appeared on the emails that accompany statements that are emailed to customers directly from Xero. This button cannot be removed. You will see this button if you email a statement to yourself.

    If your customer clicks on the button they will be taken to a screen where they can see all outstanding invoices, and the detail behind the invoices.

    Can you please make this feature optional for customers who use third party software invoicing and only use Xero for sending statements.

    Please make this feature something we can opt out of using.

  2. Customer Statements - Option to remove links to invoices

    148 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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    Diane Cameron commented  · 

    This week, a new "Pay & Review" button appeared on the emails that accompany statements that are emailed to customers directly from Xero. I only found this out because I emailed myself a test statement and discovered the new button within the body of the email that I received. (You won't see it when you are setting up the statement to send, only your customer will see the new button when they received the email)

    Like many of you below, I had removed the invoice links from the statement. This new button, cannot be removed. If your customer clicks on the button they will be taken to a screen where they can see all outstanding invoices, and the detail behind the invoices.

    I don't know if this new feature has been launched on all versions of Xero, so I would suggest you email a test statement to yourself to check.

    Xero, can you please make this feature optional and make it something we can opt out of using.

    Diane Cameron supported this idea  ·