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
Betty Manser
shared this idea
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked up where this does not happen and they're still working on - So, once they've ironed these all out we'll return to update you again.
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Melissa Fowler
commented
When re-sending an invoice it now doesn't show that you simply emailed the invoice again, instead it shows that you have 'updated' the invoice which isn't the case at all. Not helpful when reviewing the invoice history during AR processes.
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Melissa Fowler
commented
Please fix this Xero, this impacts our ability to track changes vs re-sends!
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Nardene Reid
commented
Our business requires the email address to show as to whom the invoice was sent to. Not 'updated'. Critical for proof of delivery of invoice. Basic accounting stuff.
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Rob Pennoyer
commented
Obviously the "history" should show the whole history--when an invoice created, each time it was edited and by whom, each time it was sent by whom and to whom.
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Millie Howard
commented
To add to this, even though the accounting period is locked the history and notes should still update when an invoice is sent as this is to assist with credit control and has no effect on the accounting data.