New invoicing | History & Notes - Show email sent to
Can the new invoicing template show the address like the old templates used? Now if you go into edit the addresses have disappeared and to check if it is correct you have to click on the contact and fix it in a new tab.
Also the notes section has removed the time stamps and the email address the invoices get sent to. Can the new invoicing have the same notes and history function as the old one.
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
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Trail's End - Jill Varichak commented
Yes
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Carrie-Anne Hall commented
Hi, Adding my voice to the chorus that this is a critical feature for our business. Contact names change all the time, and there are multiple contacts within each company. And when invoice amendments are needed, it is a nightmare working out who to send that fresh invoice to. It is imperative we be able to easily see the email address a particular invoice has been sent to at all times. Please give this update your full attention as soon as possible. In addition, the Xero 'Help' article on this topic is not accurate, see attached. Kind regards
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Chris Tyson commented
Why has this still not been fixed?? The history is bloody useless!!!!
Just saying it has been edited seems lazy on the developers part.
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Lynette Barnard commented
I have only just moved to the new invoicing. It is still not showing when you have sent an email with the date and time. It just say sent.
Also if you go in and send it again it just say Edited. Was not like this with the old invoicingMakes it really hard for Debt Collecting because you cannot see if you have sent the invoice again it only says edit. Have to put in an extra note of saying that you have sent it again or copy yourself into the invoice sent
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Sarah Sargent commented
We have customers with multiple email addresses to send invoices to so need to be able to track sent invoices in case of query and to ensure we have sent to all .
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Becky Dwyer commented
We have several projects that are charged to the same company, but each project has a different project manager. We need to be able to verify that the project manager has received the invoice as this causes delays to payment. The new invoicing does not show who the invoice was sent to. Old invoicing does. This needs fixed ASAP!!!
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Lindsey Martin commented
When will this be done? I won't be using the New Invoicing until this feature has been added.
Seems like a basic feature tbh!Thanks
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DANIEL MOUHAYET commented
The email field in the new invoicing system brings up contacts stored in Xero, but it does not show email addresses saved in the browser history. This is very inconvenient. Please go back to how it was.
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Matthew Mason commented
Hi team, this feature really is mandatory for auditing purposes. The only reason I am still on the old invoicing is because of this. Looking forward to it being added so I can start using new invoices!
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Christina McClean commented
I want to also add that being able to see the email address an invoice is sent to is crucial. As well as that the new invoicing system does not provide the invoice total in the history and notes at the creation stage or during edits. This means if someone creates an invoice and then later edits it to amend the total there is no way of knowing from the history and notes that this has happened. This information is so important.
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Josh Alexander commented
I cannot understand why this feature was removed. It now doesn't even work in old invoicing.
"New Invoicing" Is advertised to save time etc, but I can't even find the basics that I used to religiously use. Doesn't actually save time if you can't use the system to track.
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Rachel Taylor commented
We have been using the new invoicing and when emailing invoices, the history stamp of ‘The invoice has been sent through invoicing@xero.com’ appeared every time an invoice was emailed. We have since discovered that none of the invoices emailed were received by the recipients.
I'd suggest not emailing invoices through the new invoicing system until this fault is fixed. I have let Xero know about this and have been referred to this forum to post comment.
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Freya Pieroz commented
As a fun addition to this, if you send a copy of the invoice from the list of invoices in the Sales centre, it will show the email address(es) in the invoice history BUT it will chop off the last letter of the last email address in the new invoicing (which is NOT chopped off in the classic invoicing).
It's just sending invoices using invoicing.xero.com that has the problem
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Ben Haigh commented
I agree with this idea. This feature was there and has been removed, which seems crazy. The rest of the history panel of the invoice is pretty useless as it contains no details of the changes actually made by a user.
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Freya Pieroz commented
Screenshot attached.
What I need to know, before I follow up this unpaid invoice, is whether it got sent to which of the several different individuals associated with this contract and the several more general department inboxes as well as to the accounts department, and which email to the accounts department got used. It's more than five minutes ago, I don't remember!
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James Beylotte commented
Agreed that this is a problem. "Sent" must show all the email addresses the invoice was sent to and who sent it. The format of the history activity for "Contacts" is much better than it is for "Invoices".
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Sue Van Pelt commented
I'd like to add my request for the email address an invoice was sent to to be included back into notes. I deal with a large organisation that has multiple project managers that need to be copied into their relevant invoices when I send them. Previously I could check that the invoice had gone to the correct person, now I cannot. Also used occasionally to check that I hadn't made a typo. Can you please add this function back into the new invoicing format or at least advise why this can't happen - thanks.
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Freya Pieroz commented
In the old invoicing, the email address of people you sent an invoice to via email was listed in the history for that invoice. This allowed me to check when an invoice had not been received whether the issue was an incorrect email address, and fix the problem. It also meant I didn't need to ask if an invoice had been sent to a particular individual's email or to the accounts payable inbox. The new invoicing just says that it was sent by me, and not to whom. This means there's no audit trail of where invoices are going. I would like this feature back, please!
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Virgil Ierubino commented
It is possible that a contact's email address is changed after an older invoice was sent, or that a particular invoice was sent to an unusual email address for that contact. We have no record of this within Xero.
The History and notes section beneath all invoices should show "Sent by [user] to [email addresses]" for every occasion when the invoice was sent.
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Gillian McConnell commented
When emailing customer invoice can it show in Notes Section who was sent the email rather than just that the email has been sent on certain time and date. Its useful for when I have sent it to a few different people at different times