History & Notes - Xero Mail - Log of mail sent via Xero
Have a log or register of all emails sent from a Xero organisation with detail of content, recipients, senders, and date of send.
Purpose: Validity when being queried by customers about a transaction, verifying payments and collecting debtor payments. Proof of interaction.
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Mark Hunt commented
Can't believe this hasn't yet been added/amended as a feature to help ensure we can access everything generated by Xero.
Please do it asap. -
Ruth Martin commented
amazing that this isn't possible! definatly a very much needed basic thing
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Vanessa Wells commented
Just now, I accidentally forgot to tick the box to send me a copy and shocked to find there is NO WAY to retrieve it. At the VERY LEAST the box to "send me a copy" should default to "ticked" and you have to actually untick it to NOT send. The consequences for not doing this need to be in the right order (ie not a big deal to get an extra email, a very big deal to lose all trace of it!). Frustrated!
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Adam Smith commented
Needed for records & litigation!
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Hayden King commented
So... had a deadline to meet getting a quote to a customer. Made the deadline but customer refused to acknowledge it because it was accidentally deleted their end and I couldn't prove what email address it was sent to, only when.
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Iain Elder commented
The "Preview" option isn't good enough because it depends on the current settings of the branding theme.
If I change some text for my next invoice then the preview of all previous invoices changes too.
I'm with Hayden King. This is enough to make me switch to another provider. How can you not keep a copy of what was really sent?
I know I can email myself a copy, but the whole point of Xero is to be the one place I keep all my accounting information.
To share the real invoice with my accountant, am I supposed to cc myself, then download the PDF from my email, then attach it back to the transaction once it comes through my bank feed?
That seems just a little convoluted!
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Robert Kearney commented
Hi, have to agree that this is a big downfall as many customers will " loose" Invoices and ask when it was sent etc,etc...so nice to be able to forward the actual email containing the Invoice PDF to prove times and date..!
Also would like to add that a delivery note is essential and should be able to be produced before the raising of any Invoice!
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SAHAR BADRA commented
Very important
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Sarah Coates commented
Surely it is not that difficult to save a log of the email and its contents, plus a copy of the statement. It's ridiculous that copies have to be saved outside of the software or send the email to yourself!
There appear to be some fundamental improvements that Xero could be making in various areas and they are just ignoring the users wishes -
Hayden King commented
I am dumbfounded this still had not been implemented. I'm giving this 3 months then I'm leaving. This feature is critical and legal.
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Dave Owen commented
I had just assumed this functionality would be available. When the time came that I needed it, I was gobsmacked that it doesn't exist. It caught me out badly and left me in a very difficult situation ("Sorry, our system doesn't keep any record of sent emails so I can't help you"). Honestly, it's just embarrassing that you don't have this feature. You could at least warn us that any messages sent by email will be immediately destroyed, because that's not something a normal person would expect to happen.
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Hayden King commented
It's because they simply just do not care. They are already making enough money and now increasing prices to make more money without putting it back into development. I've found it pointless requesting or suggesting anything because I get the same email response every time... "we have found an idea that matches your topic"
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Owen Masback commented
Ridiculous that this ticket has been open for two years. Such a basic and important functionality that the "send invoice email" feature is unusable without. If I have no hard record of sending the email then I have to ask clients if they received email? Risk a double send? All embarrassing faux-pas.
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Clare Kendall C.FICB commented
@Jame Leat - Xero support told me they can manfully retrieve the emails from their systems for you (up to a certain time frame). Hope this helps your court case. Obviously it's not an ideal solution
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James Leat commented
This is a critical feature that we need. If you communicate payment reminders to your customers through Xero and final warnings, there is no log to these emails. So bad customers, will say they haven't had any warnings. Which they do, and i am currently in a small claims court case with the person owing the money using this exact same excuse!
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Adrian Cope commented
I add information on the email to clients about payment dates / amounts and I would like to be able to view a copy of that wihtin Xero. There are times when I am doing multiple invoices and I dont remember to tick the 'send me a copy' box, maybe it should happen automatically and you should tick a box if you don't want a copy.
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Office GCC commented
Ticking the box doesn't always work... quick fingers and all that.
This feature will allow a copy to be pulled up if required. -
Gareth Pritchard commented
I need to be able to verify with customers who may dispute that I have sent emails to them
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Ben Jordaan commented
Dear Xero team
Please can you advise when this feature will be available?
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Robyn Taylor commented
Helpful feature , when tracking correspondence with a customer