Please include notes in invoices 'history' options.
The history option is very useful when reviewing my invoices to clients. But Xero does not include notes in the history options. This means any comment I make when sending an invoice is lost from my system. Please extend invoice history to include notes.
Greg Ward
shared this idea
Thanks for sharing, Greg - Trying to better understand your idea here. When you say view notes of a client , would this be where you've added a note to an individual invoice, that you'd like to see this when viewing a contacts record?
Appreciate any further detail you can share on your workflow here.
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Greg Ward
commented
Yes, I'm referring to the cover notes that accompany individual invoices. When I send an invoice, I click 'email' in your classic template. An automated message then appears. ("Hi, Here's invoice INV-2964 for xxxx NZD etc). I always customise this note for each client. And sometimes I share important information e.g. "this invoice is now overdue, please check etc." But Xero does not keep a copy of my notes. So it is very frustrating if a client later claims they never received a warning about an overdue invoice. I have no way of proving the warning was contained in the notes section accompanying the invoice.