New invoicing - sending invoice reminder in a closed period
New Invoicing - currently wont allow me to send an invoice (as a reminder for payment) if it is in a locked period. Which i don't understand as it is not affecting the accounts in any way.
It is very time consuming having to download and then email from google, rather than straight from Xero as before.
Leanne Orchard
shared this idea
-
Julia Rebhan
commented
Is there any update on this? Currently there is one notification that pops up that says the document can't be edited because it is in a locked period (clearly we're not actually trying to edit the invoice itself just the record associated with it), but then underneath is another notification saying 'invoice sent'. Nothing appears in the notes, so I have to assume it hasn't sent, but if it has, I am going to really annoy my customer by sending another reminder once I've unlocked the period to send it.
-
Naomi Gibbins
commented
This is crazy. We've had this problem too. Surely everyone sends copies of invoices when one is overdue? We certainly need to be able to send the email from in Xero & for there to be a record of having done so. The current method does not record that the invoice has been followed up & therefore we need to make a note - another wasted of our time for something that we used to be able to do automatically.