Enter your idea

Any update on when this will be added? We rely on this heavily

Until history showing email address and date sent for invoice, unable to use updated version.

Sue

Absolutely critical that invoice history shows the email address sent to and when it was sent.
So you can be 100% sure yourself that it was sent and should the customer disagree receiving it, there is proof.
Having to select sent means nothing, you need to be able to print and check an invoice and then email it.
Would help if a little 'email' icon came up on the main page once actually emailed the invoice instead of 'sent' as meaningless.

Sue

OLD vs NEW XERO INVOICING

Printing Invoice - we need to print the copy of the invoice and manually adding supporting documents in one pdf document before sending to the customers

In the new version, printing the invoice before sending it to the customer will not show the email address it was sent to afterward. In comparison, the old version included this information, we had to check the history to make sure it was successfully sent

When you send anything in the new invoice template, the history is now either showing nothing or it just shows ‘edited by…”. In the old template I was helpful because you could see when something was sent. Edit is misleading and showing nothing is obviously a problem too. It would be great to have a history of sent and to whom the invoice was sent to too.

Translation of Kelly's message:

"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."
means
"thanks for letting us know about this."

"We understand the importance of this to our customers"
means
"we didn't understand the importance of this before we changed it because we didn't listen"

"and our product team are beginning to review this idea"
means
"enough people have complained for us to take it seriously"

"to solve needs in this space."
means
I have no idea actually what this means.

"We'll move to Under review"
means
"we are changing the category of this request but we won't tell you what that category change actually means in practice"

"and I'll let you know as there's more progress here."
means
"we will let you know when we do something about it."

Until Xero fixes this, i have found that if you untick the sent box before re-sending the invoice again it will record the email address(es) it is sent to.

This is crucial - I need to know who it was sent to and when - hopefully this will be resolved very soon!

Absolutely, this is a nightmare now as it looks like certain invoices have changed dramatically but they have just been sent.

Knowing who they have been sent to is extremely important as well.
If i have only sent it to the rep and not the accounts department I need to know.

When sending an invoice via the classic invoicing, the history/notes section would show when the invoice was sent along with the list of all of the email addresses that it was sent to.

In the updated Xero, the history/notes section now just says "Invoice sent" but does not say what email address it was sent to.
Can this please be brought back as this was heavily relied on for a lot of our clients with different contacts depending on the invoice.

Also, when resending the invoice via the updated version, the history/notes section states that the invoice was edited and updated, instead of saying that it was sent.
Can this please be amended so that this does not state that it has been edited as this has caused a lot of issues with queries on why or if an invoice was actually edited and we then have no record of it being resent to a client.

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.

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.

Xero support has advised if you untick the "sent" button before resending the invoice, the history will record the invoice sent & email address again

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

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

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.

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!

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

@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.

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.