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  1. Customer Statements - Option to remove links to invoices

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    80 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Erica Angelica commented  · 

    Hi Jack - thanks for your input. It removes the statement link but still have the invoice links on the customer statements. Since we use Simpro as our invoicing system, it will create a Xero invoice with just the job number as the description. Xero does not give you the option to remove the invoice links. I tried in every setting

    Erica Angelica supported this idea  ·