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  1. Customer Statements - Option to remove links to invoices

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    68 comments  ·  Invoices & quotes » Invoicing  ·  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.

    Michelle Wegner supported this idea  · 
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    Michelle Wegner commented  · 

    We experience the same problem but with invoice reminders. I have de-selected 'Include a link to the invoice PDF' as we invoice out of Workflow Max not Xero. However, all invoice reminders sent from Xero still include a 'Download PDF' link in the reminder email. The link itself doesn't work (and we don't want it to because we invoice out of WFM) but because the wording and the link is there in the reminder email our clients try to click on it, receive an error message and then email us complaining the link doesn't work. We are then continually apologising and explaining yes the link doesn't work, etc. I've raised this with support months ago but they have advised it is a low priority for the product team and can't give any timeframe for resolution. Dissappointing.