New Invoicing - History to include if invoice is resent
When an amendment is made and the invoice resent it needs to record who it has been sent to

Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
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Haydn Wedding commented
@KellyMunro, is there any movement on this in the last 7 months. Seems like a very slow response time for a critical issue...
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Jacqueline TRIMBLE commented
NEW INVOICING-HISTORY-NOW DRIVEN BY LOCK DATE - PLEASE BRING BACK THE HISTORY
NO HISTORY of emailing invoices (today) that were created before the lock date.
Xero suggestion/reply:
"When you send an invoice dated before the lock date, the invoice will be sent, however the History & notes cannot be updated as it falls within the locked period.You can temporarily edit the lock date to send the invoice emails then reset the lock date"
THE INVOICE WAS SENT AFTER THE LOCK DATE, BUT THE HISTORY IS NOW DRIVEN BY THE DATE THE INVOICE WAS CREATED, NOT THE DATE YOU ARE SENDING/EMAILING THE INVOICE - WHAT A JOKE TO HAVE TO CHANGE THE LOCK DATES EVERY TIME YOU WANT TO SEND A COPY OF THE INVOICE, THE LOCK DATES ARE USUALLY SET BY AN ADMINISTRATOR, NOT SOMEONE ONLY HAVING CONTROL OVER INVOICING OR FOLLOWING UP ON OVERDUE INVOICES-THIS HAPPENS WHEN ONLY SENDING A COPY OF THE ORIGINAL INVOICE, NOT EVEN EDITING/CHANING THE INVOICE
NEVER HAVE I SEEN THIS IN ANY ACCOUNTING PROGRAMMES.
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Graeme Beveridge commented
Xero - how long does it take to get this changed. It has been on the list for a while. Please fix it NOW.
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Desmond Liu commented
Yes....must have this feature.
if an emailed invoice has been edited/updated and then re-emailed out, we need to see that it has been emailed out after the edit/update. -
Simon Mallender commented
How can you depreciate CRITICAL information like this without even telling your customers! We have a group of 24 travellers. We need to track that everyone received their deposit invoice, then their second payment, then their balance invoice. Frankly it's appalling this was not communicated to your paying customers
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Faye Willmott commented
I dont think this feature has carried over properly from the old xero - when I email an invoice from drafts, 'awaiting approval' or paid, it doesn't always show that I've sent the email over to my customer (in the history and notes section) Is anyone else experiencing this?
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Supreme Incursions commented
This is absolutely critical to know who an invoice was sent to and when. Please fix - Xero is just going backwards!
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Keith Poole commented
Hey everyone, just a quick FYI: please don't forget to leave reviews on TrustPilot, as it's seemingly the only place left that we have a voice, and it will help others make informed decisions.
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Sharon Rowley commented
History & Notes to show history.....I send an invoice, history shows as sent. I amend invoice at client request and re-send, history does not show the 2nd sent date
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Sweet Cicely commented
The history information in each invoice is not including the email addresses that the invoice has been sent to if an invoice is sent a 2nd time.
If an invoice has been created and approved and sent with the "approve and email" button then the history updates in the invoice correctly and includes the email addresses that the invoice was sent to.
BUT - if you then go back into the same invoice another time and send the invoice again - the history only updates with "updated" - it does not include the email address that the invoice was sent to on this occasion.
Can this be fixed? is there a setting that I need up to update somewhere to fix this.
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Ross Persson commented
The History and Notes are a mess.
When creating an invoice we end up with about 20 lines of invoice 'updated' in the history & notes. I think it's because of the auto-save, so it thinks that you are updating the invoice instead of just creating the original invoice. -
Hilary C commented
History and Notes - Invoice. (this occurred on 25-2-25)
1. When an invoice is re-sent, two lines show in history with the action 'Edited' and the comment is the invoice number and 'updated' eg '9629 updated' ; the invoice was opened and re-sent. It wasn't edited.
2. The action should be 'Sent' and the comment should be the email addresses who it was sent to (like classic invoicing does)
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Mandy Derecourt commented
When are the email addresses being added to the history and notes section of invoices so we can confirm that we have sent the invoice to a specific email address. All we get at present is Edited which is absolutely useless. This was great in the old version as we could confidently say that it had been sent. Please can this be done urgently.
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Isabelita Joble commented
History and Notes - Invoice
Noticed that when an invoice was sent it doesn't reflect the action undertaken as "Sent" instead it posted as "Edited". And it's happening twice on that particular date, once the invoice was open & sent.
Am wondering if this is the correct forum I have to share what's happening with our account. If not, my apologies. And I need some help with regard to the matter.
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Ted Jacobs commented
Dear Xero Support,
We are writing to report a persistent issue with invoice email tracking that is significantly impacting our workflow. Despite previous reports and articles suggesting this has been resolved, we are still experiencing problems.
The issue: When sending invoices, the invoice history only displays "INV-***** Updated" and does not show the recipient's email address, as it did in classic invoicing. This makes it impossible to verify when an invoice was sent and to whom, hindering our ability to provide proof of sending to customers.
We understand that a manual note can be added as a workaround, but this is a time-consuming extra step and lacks the reliability and authenticity of automated tracking. Having an automated record of sent emails is crucial for our business and serves as irrefutable proof of delivery.
Could you please investigate this issue further and provide an update on when we can expect a resolution? We would greatly appreciate it if a member of your team could contact us directly to discuss this in more detail. We can be reached at 03 5120 6100 or enquiries@valleywindows.com.au.
Thank you for your time and attention to this matter.
Sincerely,
Te Iriwhiro (Ted) Jacobs
Valley Windows Pty Ltd
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Mary Nehme commented
In the history and notes section, can details of the communication sent be shown. Currently it only shows who the invoice was sent to but it would be helpful if the description of the email could be saved for history purposes especially when a client has not paid the invoice.
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Alexander Brett commented
there should be an email hub within xero which links to each account and also shows a record of all out going emails in one place. Also could be used to send relevant info/email to groups of customers.
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Naomi Gibbins commented
Essential to know when an invoice has been sent. Useful to know who sent it.
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Belinda Buckley commented
Please get this enabled - very confusing when you think you have emailed to a customer but cannot track it.
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Perfect Balance Solutions -Susan Bond commented
Very poor xero when you have more than one person in accounts how are they to keep track of things sent out
Please fix asap