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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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    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  ·