Remove or include link to view outstanding bills online

If you send online invoices, credit notes or prepayments, customers can also view their outstanding bills unless you remove links to them. Outstanding bills are sometimes referred to as statements with open items.

Effects of including the link to view outstanding bills online

Customers you've already sent invoices, credit notes and prepayments to, and customers you're going to send them to, can:

  • View a link to outstanding bills from within their online invoices, credit notes or prepayments.
  • Access the total amount of how much they owe you, with a Xero login.

This total includes all sales invoices, credit notes, prepayments and overpayments you've approved and are awaiting payment, but you may not have sent.

Image of online invoice with Outstanding bills link.

View outstanding bills online

Effects of removing the link to view outstanding bills online

Customers you've already sent invoices, credit notes and prepayments to, and customers you're going to send them to, won't be able to:

  • View a link to outstanding bills from within their online invoices, credit notes or prepayments.
  • Access the total amount of how much they owe you.

Include or remove a link to view outstanding bills online

  1. Click Settings, then select General Settings.
  2. Under Features, click Invoice Settings.
  3. Click Default Settings.

    Image showing the Options... button on the Invoice Settings screen.

  4. Under Show Outstanding Bills for Include a link online invoices to show all outstanding bills for a contact:
    • Select the checkbox to include the link
    • Deselect the checkbox to remove the link
  5. Image of the Options window with the Show Outstanding Bills box checked.

  6. Click Save.