New invoicing | History & Notes - Show email sent to
Can the new invoicing template show the address like the old templates used? Now if you go into edit the addresses have disappeared and to check if it is correct you have to click on the contact and fix it in a new tab.
Also the notes section has removed the time stamps and the email address the invoices get sent to. Can the new invoicing have the same notes and history function as the old one.
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
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Dee Reid commented
This feature is absolutely crucial, when can we expect new invoicing to accommodate an evidence trail of date/time and to whom (email address) an invoice was sent to?
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Chris Mills commented
Yes please. This is essential to our business.
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Stephen Chinn commented
Please! This is so important. Why aren't you guys on this?
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Archie Ortiz-Cabutotan commented
hi Xero admin,
I still don't see the invoice recipient email address in the History and notes. Can I also request, duplicate invoice details to duplicate the client name as well?
thank you.
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Abbey Midolo commented
Also - with the dates in the invoicing screen - can the drop down calendar just come up, like it was before, as well as all the other options - just easier to click on the date. I get the 7day and 14days is handy but having to click a separate screen every time is just time wasting.
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Abbey Midolo commented
Also when creating an invoice from quote, can we have an approved button, instead of emailing and approve - like before, because when we turn a quote into an invoice it is because payment has been received - these are not two separate transactions
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Abbey Midolo commented
Also in the customer details at the top of the screen - the phone number to appear as before please - so when you need to speak to the customer the details are all there, saves time wasting jumping to the other screen
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Abbey Midolo commented
I'd like to see the time stamp for invoices sent like the old system had - This was a great way to ensure we had sent our invoices
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Sally Stubbs commented
We use this feature all the time if there is an invoice issue so we need it back please! Another critical vote! x
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Freya Pieroz commented
Interestingly, credit notes still show the email addresses the credit note has been sent to
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Steven Whitney commented
What on Earth is going on here? The monthly subscription cost has increased and we have been forced onto the 'new invoicing' with critical features completed removed/missing. It appears the Xero admin - Hannah acknowledged this in December, 4 months later and nothing at all has happened? Does anybody plan on resolving this, or updating this thread - not good enough.
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Debbie Hunter commented
This is mind blowing that a basic feature, absolutely critical to any business is considered optional. I cannot conceive how this is taking so long to rectify. Now I don't know if my customers have received my invoices and cannot prove it either way when querying non-payment. Do I just send all my invoices to Xero to be paid by Xero?!??? furious!
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Becci Dixon commented
This is an absolutely essential feature
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NZBCL Accounts Team commented
Please!! This is absolutely critical for credit controllers!!
The force to change to New Invoicing cannot continue without the ability able to see a clear audit trail of the time and the email address an invoice was sent to. -
Malin Hunter commented
Hanna G - can you please give us an update on where this is at? It is not good enough to remove old Invoicing before this feature and a time stamp has been implemented on new invoicing.
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Judy Weckert commented
It is critical to have this functionality in the history of invoices sent, especially when chasing late payments or going through legal proceedings to recover unpaid invoices. This information is the first thing the legal team asks for!
The other thing that I have found annoying is when you have a large invoice for a client ( last month I had one that was 9 pages when printed) which is based on daily entry to the invoice, it is frustrating to have to scroll all the way to the top to save and close every time you add or edit the invoice. -
Vanessa Gillard commented
I agree with all of below. New invoicing needs to include all info that classic invoicing did. It is hard to chase non-payment when there is no data to prove invoice sent to whom, at what time or what day etc. Also, I have same issue where some invoices do log the email address sent to but missing the last letter. Overall it seems a step backwards and making our jobs harder! Look forward to improvements.
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Tamara Chapman commented
The notes section on The new invoicing doesn't show you the email address the invoices were sent to (the old invoicing used to and it was very helpful and a time saver) can this functionality be added back in
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Brooke Chapman commented
Since the update to new invoicing there is no way to see if the invoice has been sent after the first time it has been sent.
It also does not list which email address it was sent to.
If you edit the invoice and need to resent it, there is no record of it being sent again and to whom.
In an industry where the invoices are changing regularly as plans change, being able to see if the latest version of the invoice has been sent to the client is crucial.
And when invoices need to be sent to different people and departments at different times in the process, being able to see which email address the invoice was sent to is beyond essential.
Taking time out to write your own notes about this when you are somedays dealing with 20 or 30 invoices is time consuming and frustrating.
We need this to be an automatic process like it was in classic invoicing.
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Anastasiia Dorodnaia commented
Hi, I've noticed that the email address is starting to appear in the new invoicing history, but for some reason, it is short by one last digit. I am experiencing this issue with all my invoicing. When I switch to the classic view, the email address is displayed in full. Xero, could you please check and correct this?