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Sales | Notification that invoice sent/not sent

To be informed of the status of mail sent from Xero
Purpose: Identify contacts that mail is not getting to, and ability to validate if information has been received by contacts

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.

There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.

Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.

We appreciate the interest here but want to be honest and open with you here.

Show previous admin responses (2)
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  • Isteqlal Mahmoud commented  ·   ·  Report

    Xero should send a confirmation email when an invoice has been delivered, as an acknowledgement from customer. In this scenario you will not worry if he got it by email or not! Wondering why Xero missed this important feature? anyone has a solution let me know.

  • June Poxon commented  ·   ·  Report

    Xero should alert you when email address is omitted when sending invoice?
    Recently I forgot to add an email address on a client file and only discovered it when the account was overdue.
    An alert would have alleviated the error.

  • Haydn Wedding commented  ·   ·  Report

    This is CRUCIAL.
    I've just received an email that wasn't pleasant to read, in regard to 'poor service levels' after a customer didn't receive a quote that was promised.
    I did send the quote, earlier than promised - yet Xero didn't send it. If I delve in to the 'history and notes' there is a line there showing the action as 'not sent'.

    Xero has the ability to recognise that there was an error, yet fails to notify the client of the issue.

    THIS MUST BE ADDRESSED. People will lose business through this flaw in the system.

  • Jack Owen commented  ·   ·  Report

    Just adding that this should be a NOTIFICATION to make it obvious it hasn't been sent, the existing system requires a few clicks by the user to go searching for that information in the invoice listing - and why would you search for it when as far as you know the invoice and the reminder/s were sent?

  • Vicki Carlisle commented  ·   ·  Report

    Just adding that this should be a NOTIFICATION to make it obvious it hasn't been sent, the existing system requires a few clicks by the user to go searching for that information in the invoice listing - and why would you search for it when as far as you know the invoice and the reminder/s were sent?

  • Vicki Carlisle commented  ·   ·  Report

    Invoice Reminders - if a reminder is not sent because an email address is missing, please send a notification so the user is aware nothing has been sent.

  • Katie Tuckett commented  ·   ·  Report

    Get a notification if a recurring sales invoice does not get delivered to the customer.

  • AdminXero Team (Admin, Xero) commented  ·   ·  Report

    Ability to get a reminder and notification through email and text message when users’ send invoices.

    Purpose: To notify client/customer that invoice has been sent, so they don’t forget.