New Invoicing - History to include if invoice is resent
When an amendment is made and the invoice resent it needs to record who it has been sent to
Betty Manser
shared this idea
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. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
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Kristen S
commented
This should be a given?! Why is it not?
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Esther Lawrence
commented
I just can't believe this is not a feature! I thought it was a bug and raised a case about it only to find it is just part of the incompetence of Xero's new invoicing. We got paid twice because someone in our business already sent the invoice to a different email address and it didn't write up before I sent the invoice to the one requested by the customer. It just says 'Updated' - this is beyond a joke. As Nardene Reid said, this is BASIC stuff.
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Melissa Fowler
commented
When re-sending an invoice it now doesn't show that you simply emailed the invoice again, instead it shows that you have 'updated' the invoice which isn't the case at all. Not helpful when reviewing the invoice history during AR processes.
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Melissa Fowler
commented
Please fix this Xero, this impacts our ability to track changes vs re-sends!
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Nardene Reid
commented
Our business requires the email address to show as to whom the invoice was sent to. Not 'updated'. Critical for proof of delivery of invoice. Basic accounting stuff.
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Rob Pennoyer
commented
Obviously the "history" should show the whole history--when an invoice created, each time it was edited and by whom, each time it was sent by whom and to whom.
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Millie Howard
commented
To add to this, even though the accounting period is locked the history and notes should still update when an invoice is sent as this is to assist with credit control and has no effect on the accounting data.