Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Branding - Links to Invoices from custom DOCX Statements

    82 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thank you for your contributions and valuable feedback through this idea.

    We've now released a new Invoice Template editor that'll eventually replace the older standard branding. This is a feature we're continuing to develop, and intend to expand to other document types in time (including statements).

    Our product team are already starting to look into support for statements in the new editor and plans are to use the Long Reference as I know some of the feedback here has requested.

    Being upfront here, we don't have any plans to enhance docx templates to enable adding the invoice links, however we plan to support majority of our customers needs in customising documents with the new editor long term.

    An error occurred while saving the comment
    Klaire Wilson commented  · 

    Yes - this! The basic statement could be so much better so we prefer to customise the statement to include longer reference field(customer PO number) and also to have a monthly breakdown of $ owing, rather than just one total. As soon as you use customise feature you lose the hyperlinks, which are a great feature.

    Klaire Wilson supported this idea  · 

  2. Customer Statements - Ageing (30, 60, 90days)

    480 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    168 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

    There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

    Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

    • Once you've got it set up, save as Custom so you can easily access this format anytime
    • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
    • Export the report to PDF, where you can send to customers from your email system outside of Xero

    We appreciate…

    Klaire Wilson supported this idea  · 
    An error occurred while saving the comment
    Klaire Wilson commented  · 

    Would appreciate the customer statements to break down totals by month like a lot of other accounting software does. Ideally it would show overdue amount, current amount and then total amount.