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 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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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.