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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Kylie Cowell commented
This is crazy....
For accounts receivable purposes its essential to see and track when our customers have received copies of their invoices, and to which email. "edited" or "updated" is useless.
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VWA Credit Control commented
Absolutely essential for credit control and progression to have detailed logs - at the moment, my history and notes logs are just filled with lines and lines of pointless updates from auto-save - meaning for any actual notes, they are bumped way down, and the text has to be copy, paste and edited to remove all the guff. The auto-save every minute (at least) plus adding the actual detail into the invoice needs to be removed from the log, its ridiculous, just one timestamp at the end of that 'session' would be needed.
Date User Action Detail
19 Sept 2024 12:46 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:46 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:45 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:43 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:34 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:34 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:33 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:33 pm VWA Credit Control Edited
INV-21918 updated. -
Ashlee Abell commented
Xero support has advised if you untick the "sent" button before resending the invoice, the history will record the invoice sent & email address again
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Sally Stubbs commented
I re-send invoices individually as a part of credit control and now history advises 'edited'!! Which is also not correct - why cant is advise 'emailed' - to everyone else it looks like I am changing invoices a month after they have been sent to the customers
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Sally Stubbs commented
I re-send invoices individually as a part of credit control and now history advises 'edited'!! Which is also not correct - why cant is advise 'emailed' - to everyone else it looks like I am changing invoices a month after they have been sent to the customers
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Tom McCarthy commented
New Invoicing - Time stamp/email addresses in History & Notes
This hasn't been fixed in new invoicing as stated in a comment in May from Xero Admin. I've just done a couple of test emails and it doesn't state who received the emailed invoice. Please can this be looked into as soon as possible as it seems many people are sticking with classic invoicing for now while we still have access until November. There are just too many fundamental functions missing in the new version.
I also note that other users who have started threads on this same issue have had comments/votes closed on their idea posts, so I'm not able to vote for their suggestion, so having to start a brand new suggestion on what many others have already flagged.
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Nardene Reid commented
EDIT - I read some of the other comments and have tried a different way - if I use the APPROVE and EMAIL button, I can see an email address of where it was sent to. If I APPROVE and PRINT (which I do as it's a double check of invoice) THEN email - no address is listed. Which leads me to believe it's a progamming error. Of which I know absolutely nothing!
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Shelagh Estment commented
On the new version when sending an invoice it just says "edited" it does not say invoice sent like old system. When looking now it seems as if invoices not being sent and when a customer queries, one cannot prove when you sent the invoices out!!! This is vital information when sending invoices and dealing with clients. It does note what changes were made showing all that info, but just not that an invoice was sent and to who.
Previously it was commented that this was fixed but it is not -
Nardene Reid commented
@Kelly_Munroe - how long is Under Review please? This is a crucial element for accounting - to see what email address the invoice went to. Every day hundreds of these 'UPDATED' emails are sent blind - so no financial tracking or legal comeback if a bill is not paid. I simply cannot risk using your 'new' very buggy platform if this is not fixed by your proposed cut off date. This is not a layout wish - this is basic accounting 101.
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Nardene Reid commented
This is CRITICAL to us. I cannot prove an invoice was sent if it just says updated.
This is the 4th or 5th time I have commented on this. I HAVE to use the classic invoicing as to have a paper trail is important to our business.Sort it out Xero! Strueth.
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Rob Pennoyer commented
This is truly twisted, when resending an invoice, instead of indicating in the History that it was resent and to whom, it shows "Edited" with no other information. This is not a feature request, it's a bug.
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Charles Hewitt commented
In case anyone is in any doubt this is a critical invoicing feature.
If new Invoice wanted to make and improvement then add the template name used to generate the email as well as including the email addresses it was sent to.
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Charles Hewitt commented
This is a _serious_ retrograde step from old Invoice.
Having the email addresses included in the Notes is essential for establishing the evidence for late payment claims.It is likely any claims we make for late payment under the new invoicing view will be much harder to make stand and this will cost us money and time to resolve - we may well have to remove all our invoice communications out of Xero and just use the API from our own web app.
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Rochelle Dalziel commented
A correct audit trail is a non-negotiable when it comes to customer service and financial history. This is absolutely critical and should not be messed with at all.
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Lesley McAteer commented
Knowing who an invoice is sent to at each stage of the process and what type of correspondence it is, is basic business sense. Why can't Xero undertsand this basic concept?
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Meradene Johnston commented
Email addresses can change from invoice to invoice. I also noted today that my remittances just say ‘Emailed to Supplier. Not helpful Xero
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Esther Lawrence commented
Not having this feature opens up the door to so much miscommunication within the business and in customer communication as well. I thought it was a bug and raised a case for it, only to find that it is just a missing feature in new invoicing, obviously the case hasn't been solved yet.
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Alan Swafford commented
Another fail on the new invoicing
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Zhanna Makhon commented
Please keep the same as before to be able to see the history and notes under the invoices. It's very important!!
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Andree Schultz commented
Yes it shows the email address when sent the 1st time.
BUT if the invoice is sent again or if sent to another address, it DOES NOT SHOW in the the history/notes. It only shows as "updated"Often, the invoice is requested to be sent to a different email address or we may resend it with "friendly reminder" in the subject line if it is overdue.
It is just as important that these resends are captured in the history.