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"Beginning to review this idea"...ffs Xero this is a critical compliance issue. We simply MUST have a correct audit trail for invoices. It's not really an idea at all but a critical missing feature in new invoicing that was working perfectly in Classic.

@KellyMunro, is there any movement on this in the last 7 months. Seems like a very slow response time for a critical issue...

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.

Xero - how long does it take to get this changed. It has been on the list for a while. Please fix it NOW.

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.

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

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?

This is absolutely critical to know who an invoice was sent to and when. Please fix - Xero is just going backwards!

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.

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

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.

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.

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)

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.

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.

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

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.

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.

Essential to know when an invoice has been sent. Useful to know who sent it.

Please get this enabled - very confusing when you think you have emailed to a customer but cannot track it.