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  1. Statement - Include invoice description

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    13 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here. 

    We'll continue to consider this and other ideas for customer statements as the platform evolves. 

    Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time. 

    Colin Bouwer supported this idea  · 
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    Colin Bouwer commented  · 

    I really can't see how this would not be useful to everyone for their statements to provide more info than just an invoice number and date?
    I have had to work around this for years by have to take a screenshot of our billing system summary and paste this into emails as a supplement to this barebones Xero statement, so that it becomes useful to our clients to quickly know which are the problem invoices.

    Take a look at Quickbooks to see how it's done. I am finding myself visiting their site quite often these days to see if they manage it better but probably a quicker alternative to waiting for functionality like this to be added when i see this thread started in 2022!