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  1. Customer Statements - option to remove Invoice links

    1 vote

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    Dawn Edginton shared this idea  · 

  2. Customer Statements - remove Invoice links

    1 vote

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Dawn Edginton shared this idea  · 

  3. Customer Statements - Option to remove links to invoices

    139 votes

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    48 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.

    Dawn Edginton supported this idea  · 
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    Dawn Edginton commented  · 

    Please remove invoice links from Statements, this is causing us huge problems or at least give an option to remove.
    We are requesting like many others that Xero remove invoice links from statements, as they are causing significant issues.
    Our company uses a Project Management system to issue invoices which is integrated with Xero, and we need control over the information provided to customers.
    The automatic linking of Xero invoices in your Statements does not align with the original invoice sent. We urge Xero to provide an option to ‘opt in’ or ‘opt out’ of this feature, and that this should be a standard option and not require subscribers to create a custom template. As a company we are disappointed with Xero for not adapting to your customers' needs, especially considering we subscribe/ pay for a service monthly.