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  1. Customer Statements - Option to remove links to invoices

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    72 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to share your feedback on this idea.

    We appreciate wanting to hear more on where this is at and we'd like to update that we're just beginning to explore the future of Statements within Xero.

    We understand the need for more control over what’s included in statements, particularly when invoice links or related actions don’t reflect the way your business work, or cause confusion for the customers receiving them.

    This is something our team will be taking into careful consideration as that work develops.

    We’ll keep you updated here as discovery progresses.

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    Hamish Martin commented  · 

    We use another system for invoice creation and often this does not include line items as this may contain some sensitive pricing information. The statement links back to the invoice in Xero show all line items as well as being formatted differently to our original invoice. The invoice in Xero does not contain any of the original description text from our other system so this is very confusing for our customers.

    Hamish Martin supported this idea  ·