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History and Notes - Invoice

Noticed that when an invoice was sent it doesn't reflect the action undertaken as "Sent" instead it posted as "Edited". And it's happening twice on that particular date, once the invoice was open & sent.

Am wondering if this is the correct forum I have to share what's happening with our account. If not, my apologies. And I need some help with regard to the matter.

In the history and notes section, can details of the communication sent be shown. Currently it only shows who the invoice was sent to but it would be helpful if the description of the email could be saved for history purposes especially when a client has not paid the invoice.

When you send an invoice out the first time it shows in history. If you subsequently send it again because they claim they can't find it, it is amended or someone else in the company requests a copy it doesn't show. Only the first send shows. This is vitally important when dealing with bad debts so you have a full picture of contact with the company. Currently you can only state when & who it was sent to the first time nit subsequently. You have no record of sending an amended invoice - you can see the amendment but not who/when the amendment was sent .

Apologies if this request is somewhere else, but I couldn't find it, even though it does seem a basic requirement.

I do not like the debtors new invoicing especially the history
I have a client who likes to have the paid invoices sent - so after payment when I email it in the "History" it says I edited it - I DID NOT EDIT the invoice I emailed it - it should be able to record that detail . To me the whole new invoice form looks like invoicing did way back in day of DOS - I really think this was a move backwards in Xero - very disappointing as I have up until this enjoyed using Xero.

https://www.change.org/p/petition-for-xero-to-stop-making-changes

Please sign and share this petition.

When you resend an invoice in New Invoicing, the history table only shows UPDATED.

To get the email to show you have to first mark the invoice as unsent then go through the process again.

This adds on valuable time, and when you think about it doesn't even make sense - in what situation would you ever NOT want to know where it was sent to?

It is disappointing that this issue has been 'under review' since 1st September Kelly Munro yet we are now less than two weeks away from Classic invoicing being switched off and no-one appears to have sorted this yet..... Is anyone at Xero actually reading the comments that people are posting on this???? Being able to see when an invoice has been sent to a customer is critical to us.

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