Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
Grigoria Logarnidou
shared this idea
Hi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
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Joanie S
commented
I'm getting concerned as the deadline is approaching with the change to new invoicing. We still aren't able to see where an invoice or quote is copied to or from when the invoice is created. This is imperative for us to be able to see the previous order that it was copied from.
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Lauri Matthews
commented
When I am resending an invoice to a customer it is showing in the notes that the invoice was edited and not that I have sent them an invoice. Can you please check as we rely heavily on this for our audit trail.
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Joanie S
commented
We aren't able to see exactly what happened to the line item when an edit is made. In classic invoicing we can see exactly what changed in the description.
Also, it isn't linking the invoice or quote that it is copied from or to in new invoicing. This links orders together for us and is a necessity
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Sally Stubbs
commented
I don't like the new invoice history update - I send emails to chase debt using the original invoice and resending it. So I open an unpaid invoice - click email, select an email template I've created to chase debt, send - the HISTORY of the invoice now show I have 'EDITED' the invoice - which is wrong as I've not changed the invoice at all... I want this to show I have sent an email and to whom for credit control which is vital tracking for when we pass the invoice to solicitors for debt collection. 'Editing' makes it seem like I've changed the invoice in some way.
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Mandy Weston
commented
I would add who it has been emailed to as important too!
Classic showed who I sent it to with the date and time it was sent
New just shows I sent itIf a customer questions us it would be ideal to screenshot who we sent the invoice to! Like I always have in the past
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Luke Rawsthorn
commented
Provide detailed changes to invoices and bills after approval such as date changes, client / vendor, invoice value, line item value, tax values, description.
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Jordana Gray
commented
100%! It's good to know that something has been changed/edited and by who but it would be so much more helpful to know exactly what has been changed. So far it seems that the only changes you can see are the total invoice amount and the contact name.
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Kaitlin Debrick
commented
The ability to see what has been previously changed on a bill, transaction, etc. Sometimes clients change things without telling you, and it would be nice to know what they changed.
The History and Notes feature is great but doesn't provide enough detail for this.
