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New invoicing - Emailing Invoice where invoice date in locked period

Do NOT display an error message and update the history and notes.
Sending Receipt to Client

32 votes

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Andrew Syme shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?

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  • Millie Howard commented  ·   ·  Report

    Not being able to do basic credit control is ridiculous and to suggest unlocking the period as a fix for this massive issue is also ridiculous as the accounts are locked for a reason.

  • Olga O'Keefe commented  ·   ·  Report

    Hi Kelly,

    Clearly, this is a glitch. Unfortunately, it got only 8 votes. I hope more users will vote. But, frankly speaking, is it just 1 vote enough to fix it?

  • Melissa Fowler commented  ·   ·  Report

    I have tried today to email a June 2024 invoice reminder to a customer - obviously Xero thinks I'm trying to revise it within a locked period when all I'm doing is re-sending it. Refreshing the invoice shows the invoice was not sent due to this perceived error, this is a huge issue for small businesses simply trying to chase an outstanding invoice payment.

  • Gail Murray commented  ·   ·  Report

    Hi Kelly, Andrew is referring to emailing of invoices within a locked period.
    In the new invoicing you cannot email invoices within a locked period. This is extremely frustrating for our clients who lock periods and then follow up with emailing of overdue invoices.
    Please can you kindly update the new invoicing so any invoices wihtin a locked period can still be emailed just like you do in the classic invoicing.

    We all would agree we want the same features as the classic invoicing not restricting what we can do in the new invoicing.
    Please can you provide an update so we can feed this back to our clients who cannot understand why this is happening.
    Kind regards
    Gail