Settings and activity
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184 votes
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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Jack Clark
commented
I've managed to remove the link, using the attached setting in the email template for statements, just deselect the check box.
Jack Clark
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238 votesJack Clark
supported this idea
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Thanks Erica, it's true that the online Xero statement still has a link to the invoice(s), but if you remove the link to the online statement then customer's can't access the online statement anyway. So, they just see a PDF statement and a statement in the email body. We also use Simpro to create the invoices so I've put a note at the bottom of the Xero statement saying the invoice PDFs are sent from separate software. Not perfect, but seems to have worked for us. Hope this helps.