Skip to content
← For small businesses

Enter your idea

'Invoicing Email Tracking Issue - Still Persisting: (Invoicing History and Notes)' has been merged into this idea

For small businesses: Business features

Categories

(thinking…)

New Invoicing - Improve History to show when emails are sent

Previously if you emailed an invoice or statemt to a client it showed up as such in History for that client. Recently this appears to have changed and all that shows in History is "Updated". Not very helpful as it is important to know when one last emailed an invoice or statement.

Please fix.

14 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Graeme Beveridge shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Mandy Derecourt commented  ·   ·  Report

    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.

  • Ted Jacobs commented  ·   ·  Report

    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

  • Alexander Brett commented  ·   ·  Report

    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.

  • Naomi Gibbins commented  ·   ·  Report

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

  • Belinda Buckley commented  ·   ·  Report

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