New Invoicing - Make the History & Notes the same as in Classic Invoicing
Please leave the history of an invoice EXACTLY as it was in the classic invoicing.
The new invoicing doesn't show the invoice that it was copied from or copied to and this is very important as a trail.
I really don't understand why so many important features from the classic invoicing has been omitted.
OR
let your customers continue using the classic invoicing as they like
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
-
Unhappy Customer commented
Hi all
Given the lack of response, even to acknowledge issues raised here, it's likely worthwhile to take this to a more public forum. Please post messages on the social media sites used by xerohttps://www.linkedin.com/company/xero/
https://www.facebook.com/xero
https://www.instagram.com/xero/ -
Tina Leigh commented
New invoicing is not showing when an invoice has been resent after an update was made. Why?! This is so important to show evidence of resending an invoice to a customer after a requested edit is made! Especially in court cases! People doing their jobs can get it realy trouble as they cannot prove they're resent an invoice at a specific time/date! I switched back to classic invoicing, resent the invoice and the resend clearly shows in the notes and history. Sort it out Xero!
-
Anastasiia Dorodnaia commented
Hi Team,
On the invoice history notes, when I’ve emailed an invoice, it says, "Invoice marked as sent." It should clearly state that it was sent, not just marked as sent! This is confusing. Additionally, why does it still not show the email address where the invoice was sent?
When will this be fixed? This is very unprofessional. Who developed this feature? Xero should probably recheck the "professionals" they paid for such development! -
Accounts - South Pacific IT commented
I need to add my voice here. How can we possibly provide accurate information to customers about emailed invoices using the "new invoicing"?
Will this issue be addressed or not?
Please do all of those who have commented about this issue, the courtesy of a reply. It's been crickets for nearly 100 days.
-
Ashlee Abell commented
@Kelly Munro the history & notes on the new invoicing are not showing when an invoice has been sent or the email address it was sent to
It just says "INV-*** updated."
As many others have said, it is imperative this is rectified
-
Laine Ratsep commented
Hang on - if I read @Joana Mendes comment correctly, Xero have addressed the issue of not having emailing details show in the history, by tying the email detail to the default 'Approve and Email' only? The same 'Approve and Email' forced default which so many of us are screaming over in another thread? THAT was their fix for this issue?
Say it ain't so.
Please, tell me I understood that incorrectly. -
Joana Mendes commented
Xero Please address this MAJOR Issue. I just can not believe this, and many other issues have passed testing - when I create an invoice - approve - attach a payment - and then I email the invoice (using my email template saying this invoice is paid and sent for customer records only) - the history does not show it has been emailed to the email address like it used to, it only says "invoice update".
Only if I create the invoice - approve & email - then the history shows "Invoice has been emailed to xxxx@xxxx.com.
This is a major issue as my team needs to have a proper record of invoices sent to our customers, to avoid duplication or no action. Sending invoices twice or not sending is a major issue for a small business. IN MY BUSINESS WE LIKE TO OFFER OUR CUSTOMERS A PROPER and ACCURATE SERVICE, and we like to be paid.
-
Platypus Billing commented
My 'journey to using new invoicing'???????
Is that why invoicing has turned into a version of 'scenic route'.Let me emphasise, that my work is bookkeeping, I am not travel writer.
"A fair amount of feedback"?
I am 100% sure that had you asked your customers before you put this train wreck of an invoicing solution productive, you would have discovered that this feature is not a nice-to-have, but an essential functionality of a bookkeeping/accounting software. I mean this is what bookkeeping is all about ... how has this not been on the TOP OF YOUR TODO LIST?Oh ... oh ... yes I know, why ..... because the intital release was unusable and - to use a nautic image .... when you are bailing water to keep your vessel afloat, the fact that it doesn't have a rudder is secondary.
Excellent.
-
Glaiza Calomot commented
still hasn't been updated. We have several clients claiming they haven't received the invoices and can't provide any proof it was sent to them. Can you please update asap. Thanks.
-
Craig Byron commented
I've spoken to multiple people from Xero about this, it's the same trained answer. "We hear you, I'll speak to those above, but I fear the decision hs been made and the higher ups know more than you, so suck it up" It was the same with the reports fiasco, you can't help but feel you are being asked to take your business to another platform.
-
Charles Hewitt commented
Same comment repeated again and again in this thread since Jan 2024...
Notes History no longer includes emails and addressees.
This is a _serious_ retrograde step from old Invoice.
Having the email and the addressees included in the Notes History is essential for establishing the evidence for late payment claims.If you insist on trying to add an improvement then include the template name used for the email in the note.
-
Taylah Palmas commented
We have noticed that when we manually resend invoices, the system currently indicates that the invoice has been "edited" instead of "resent." To avoid confusion, could this please be updated to reflect that the invoice was manually resent?
-
Pyroclassic Fires commented
We need to see the date/time, who it was sent to and the seen detail. When we often ask about invoice payments we are often told it was not received and we can show it has and to who.
Also as a legal document, we can use the details in the history if needed. I've worked at other companies where this has been tabled in court during a dispute between parties and it was accepted as proof. -
Ted Jacobs commented
Hey,
Thanks Peter for your workaround. This functionality should be fixed though as we constantly send reminders and would like a history of when these are sent. Having the history just saying "updated or edited" does not suit ours, and by the sound of it, many businesses needs.
-
Faye Morton commented
I agree, love that old invoicing shows the last action on the invoice without having to do move the mouse and do another clickety-click to then wait for the history to open up and then be able to finally see the last action.
New invoicing is so much slower; way too many clicks and mouse movements needed.
the only thing that I have found to be an improvement on old invoiceing, is the ability to create and edit a new clients details within the popup and not have to go to another screen to do that. -
Peter Young commented
Thanks Kayleigh
Cheers
Peter -
Kayleigh Thatcher commented
Hi Peter
Ah yes you have hit the nail on the head thereI sent the invoice to my work email and then my personal email for testing and it just comes up with "invoice updated" - not ideal!
Hopefully that will be sorted soon!
-
Peter Young commented
Screenshot showing: Yesterday, 06Aug24 - invoice emailed but history not showing Invoice Sent or email address sent to.
Today, 07Aug24 - invoice unmarked as sent, then emailed and history shows Invoice Sent and email address sent to.
Xero Team, this is a temporary workaround. Is it possible for the history to show Invoice Sent and who sent to without having to unmark as sent please?
-
Peter Young commented
Thanks Kayleigh. It looks like that was the first time you emailed that invoice. Would you mind emailing the same invoice again and see what is noted in the history?
It looks like the temporary workaround is to mark the invoice as "unsent" before resending in which case the history does show "Invoice Sent" and email address sent to. Thanks Kayleigh, this will help in the meantime.
-
Kathy Skinner commented
Maybe only works from their end. They are totally not listening and it's frustrating to say the least.