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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.

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Swati Lenka shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, I can confirm we have released another update for the history of new invoicing where now you'll see an entry when the invoice is sent and the email address it has been sent to. 🎉

We appreciate the interest we've seen around this. We still have a few more pieces of work we're doing around the history in new invoicing and you can stay updated on this progression on this idea. 

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  • Sue Van Pelt commented  ·   ·  Report

    I'd like to add my request for the email address an invoice was sent to to be included back into notes. I deal with a large organisation that has multiple project managers that need to be copied into their relevant invoices when I send them. Previously I could check that the invoice had gone to the correct person, now I cannot. Also used occasionally to check that I hadn't made a typo. Can you please add this function back into the new invoicing format or at least advise why this can't happen - thanks.

  • Freya Pieroz commented  ·   ·  Report

    In the old invoicing, the email address of people you sent an invoice to via email was listed in the history for that invoice. This allowed me to check when an invoice had not been received whether the issue was an incorrect email address, and fix the problem. It also meant I didn't need to ask if an invoice had been sent to a particular individual's email or to the accounts payable inbox. The new invoicing just says that it was sent by me, and not to whom. This means there's no audit trail of where invoices are going. I would like this feature back, please!

  • Virgil Ierubino commented  ·   ·  Report

    It is possible that a contact's email address is changed after an older invoice was sent, or that a particular invoice was sent to an unusual email address for that contact. We have no record of this within Xero.

    The History and notes section beneath all invoices should show "Sent by [user] to [email addresses]" for every occasion when the invoice was sent.

  • Gillian McConnell commented  ·   ·  Report

    When emailing customer invoice can it show in Notes Section who was sent the email rather than just that the email has been sent on certain time and date. Its useful for when I have sent it to a few different people at different times

  • tracy albertson commented  ·   ·  Report

    Yes I agree about not being able to view the email address that the invoice was sent to so it is hard to confirm to a customer that the email was sent to their correct address

  • Al Bennett commented  ·   ·  Report

    I've just upvoted for adding email addresses to the history log - the current history is pretty useless as it doesn't show where an invoice was sent, or a description of any of the changes made to the invoice

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