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My 'journey to using new invoicing'???????
Is that why invoicing has turned into a version of 'scenic route'.

Let me emphasise, that my work is bookkeeping, I am not travel writer.

"A fair amount of feedback"?
I am 100% sure that had you asked your customers before you put this train wreck of an invoicing solution productive, you would have discovered that this feature is not a nice-to-have, but an essential functionality of a bookkeeping/accounting software. I mean this is what bookkeeping is all about ... how has this not been on the TOP OF YOUR TODO LIST?

Oh ... oh ... yes I know, why ..... because the intital release was unusable and - to use a nautic image .... when you are bailing water to keep your vessel afloat, the fact that it doesn't have a rudder is secondary.

Excellent.

still hasn't been updated. We have several clients claiming they haven't received the invoices and can't provide any proof it was sent to them. Can you please update asap. Thanks.

I've spoken to multiple people from Xero about this, it's the same trained answer. "We hear you, I'll speak to those above, but I fear the decision hs been made and the higher ups know more than you, so suck it up" It was the same with the reports fiasco, you can't help but feel you are being asked to take your business to another platform.

Same comment repeated again and again in this thread since Jan 2024...

Notes History no longer includes emails and addressees.

This is a _serious_ retrograde step from old Invoice.
Having the email and the addressees included in the Notes History is essential for establishing the evidence for late payment claims.

If you insist on trying to add an improvement then include the template name used for the email in the note.

We have noticed that when we manually resend invoices, the system currently indicates that the invoice has been "edited" instead of "resent." To avoid confusion, could this please be updated to reflect that the invoice was manually resent?

We need to see the date/time, who it was sent to and the seen detail. When we often ask about invoice payments we are often told it was not received and we can show it has and to who.
Also as a legal document, we can use the details in the history if needed. I've worked at other companies where this has been tabled in court during a dispute between parties and it was accepted as proof.

Hey,

Thanks Peter for your workaround. This functionality should be fixed though as we constantly send reminders and would like a history of when these are sent. Having the history just saying "updated or edited" does not suit ours, and by the sound of it, many businesses needs.

I agree, love that old invoicing shows the last action on the invoice without having to do move the mouse and do another clickety-click to then wait for the history to open up and then be able to finally see the last action.
New invoicing is so much slower; way too many clicks and mouse movements needed.
the only thing that I have found to be an improvement on old invoiceing, is the ability to create and edit a new clients details within the popup and not have to go to another screen to do that.

Thanks Kayleigh
Cheers
Peter

Hi Peter
Ah yes you have hit the nail on the head there

I sent the invoice to my work email and then my personal email for testing and it just comes up with "invoice updated" - not ideal!

Hopefully that will be sorted soon!

Screenshot showing: Yesterday, 06Aug24 - invoice emailed but history not showing Invoice Sent or email address sent to.

Today, 07Aug24 - invoice unmarked as sent, then emailed and history shows Invoice Sent and email address sent to.

Xero Team, this is a temporary workaround. Is it possible for the history to show Invoice Sent and who sent to without having to unmark as sent please?

Thanks Kayleigh. It looks like that was the first time you emailed that invoice. Would you mind emailing the same invoice again and see what is noted in the history?

It looks like the temporary workaround is to mark the invoice as "unsent" before resending in which case the history does show "Invoice Sent" and email address sent to. Thanks Kayleigh, this will help in the meantime.

Maybe only works from their end. They are totally not listening and it's frustrating to say the least.

Hi Peter, sure i have attached the screenshot.
Thanks

@Kayleigh Thatcher - please post a screenshot of your history. I have tested this in the Demo Company just now and this issue remains unresolved. Screenshot attached.

This is working perfectly for me now i can see the email it was sent to and all the edits that were made thank you Xero!

This still doesn't work. I need to be able to see when and to whom the invoice has been sent.

I've noticed it only mentioned the name of the person the invoice got sent to which is no help if the actual email address doesn't also show. Having to click back to "email" to see what that was is so time wasting.

This whole history is rubbish it needs to stay exactly as classic as I've used this in disputes where they claim never to have received an invoice and I can provide exactly the time, date and to who it was sent to.
I also had to use this when I lodged a Debt Collection against a client who refused to pay saying they didn't get emails however I was able to prove they had been sent using this.

These developers seem to have no idea of the implications that can arise when things are changed so much in this regard.

The history must show when an invoice has been emailed and to who even when emailed at a later time or resent please. History currently shows Action: "Edited" Detail: "[inv number] updated."

The history needs to show the invoice details like the classic invoice does