Settings and activity
3 results found
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35 votes
Hi team, we appreciate your feedback here and I wanted to provide an update to confirm how this option currently works.
If you do not have any payment services set up in your organisation the option to toggle off 'Text links' will be available.
As soon as a payment service has been partially set up in your organisation this removes this option, regardless of whether that payment service is applied to that particular branding.
We don't have any plans for changing the behaviour of this at present but will continue to gather and consider interest through this idea. Thanks
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Louis Cocksey
supported this idea
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52 votes
An error occurred while saving the comment Louis Cocksey
commented
This would be a great addition
Louis Cocksey
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
562 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Louis Cocksey
supported this idea
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I would like to suggest an option within Xero to remove the “View Online” link from invoice PDFs.
We have already been able to remove the QR code from our invoice template, but the “View Online” link remains on the PDF and there is currently no option within the branding theme settings to remove it.
For our business, we want the PDF invoice we send to a customer to represent a static copy of the invoice as it was issued. If the invoice is subsequently amended in Xero, we do not want the customer to be able to click “View Online” and access a live version containing information that may differ from the original PDF they received.
We appreciate that the online invoice functionality is useful for many businesses, but there should be an option for businesses to choose whether the link is included on their PDF invoices.
Suggested improvement:
Add a simple setting within the invoice branding theme or invoice settings allowing users to:
Show the “View Online” link on PDF invoices; or
Hide/remove the “View Online” link from PDF invoices.
Ideally, this would allow businesses that use Xero primarily for accounting and invoicing but issue their customers with static PDF records to prevent access to the live online invoice.
This would give businesses greater control over what information their customers can access and ensure that the PDF invoice provided to a customer remains the definitive copy of what was originally issued.
I have contacted Xero Support about this and have been advised that removing the invoice link is currently not an option, hence submitting this suggestion here.
I would be grateful if Xero could consider adding this as a customisable option in a future update.