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We need to be able to trace who invoices are sent to. This used to be clear, but from the 'new' version update, this record of recipients has disappeared! Very annoying.

How can this be 'an idea you are developing' when it worked perfectly in classic invoicing? It should have been testing and functional before the new invoicing was released.
I want to be able to check the history to confirm with a client each time an invoice was sent, and to who.
If I use the workaround, it removes the original 'sent to' line so I don't have history of who the invoice has previously been sent to!

Thanks Vicki,

It's even more clicks/inconvenience if the invoice was originally raised in a locked/closed period. You cannot then just untick send.

They should be fixing the issue, not telling us to use workarounds for something that used to work!

This is not a workable alternative.

Hi

Since Xero doesn't care to share, I will jump in. I raised a support ticket on this issue. The reply: Unsend your invoice before resending, and it will record the new send. It works but adds to the cumbersome amount of clicks.

Showing a customer that an invoice was sent multiple time is critical when starting to put pressure on account receivable. Some invoices are also first sent internally for adjustments and then sent on to the Customer. We need to be able to confirm form the history that the invoice was sent to the customer. This was working correctly, and the function was removed. Please reinstate.

This issue has been around now for at least 12 months from memory. Xero - get your act together. How hard is it to make this minor adjustment and keep us all happy.

Crazy !!!!

Hey Kelly

So we are at least 10 months down the track from your "let's just placate our users' reply stating that you are moving it to "under review".

I bet that is about the only thing you/Xero have done on this CRITICAL, now missing, function in that time frame

How about Xero programmers get of their collective butts and actually start reinstating the features that we previously had and relied on to run our businesses.

And if they can't do it, then EMPLOY SOMEONE WHO CAN

Pathetic

Show invoice resent information in history. When these are resent for reminder it does not show in the history as per classic version so hard to see the actual history of the invoice or if a client needs to have a reminder sent. Important to avoid a client receiving several reminders when auto reminders are not on.

Log to see to what email address sales invoices are emailed from Xero, from another user profile (not my own)

Hi Kelly,
Could you please provide an update on this? We are now left unsure whether the "update" shown in the history means the invoice has been resent to the customer. This could potentially damage our customer relationship if the invoice has been sent multiple times, or result in us not getting paid if we are unaware that it has not been sent or followed up.

How can Xero claim to help invoices get paid faster when this basic feature, previously available, is not functioning, and has not been prioritised for resolution?

Thanks,
Joana Mendes
Espresso Services Plus

As so many other users have commented, it is unacceptable that the history of an invoice doesn't display the email address to whom the invoice was sent. This needs rectifying as a matter of urgency, especially as it WAS a feature before Xero was supposedly "upgraded" to the new invoicing - how can you upgrade something but at the same time lose a critical feature?

I would be good to have the same information as the old version of XERO

"Beginning to review this idea" is NOT AN ACCEPTABLE response. This is not "an idea" but a critical audit trail requirement.

I'm just going to copy-paste what another user has written because this function was "lost" and should not be "under review" but, rather, "Sorry we forgot": "Beginning to review this idea"...ffs Xero this is a critical compliance issue. We simply MUST have a correct audit trail for invoices. It's not really an idea at all but a critical missing feature in new invoicing that was working perfectly in Classic."

Jim,

Few months ago, I found information about accounting software/apps on ATO’s website. ATO is not auditing them. It is up to us to ensure that they are suitable for usage. It is our responsibility, not ATO’s. I guess, market will sort it out eventually. It is so sad to see Xero’s self-destruction

They'll change their tune the moment they get sued because someone got fined after a poor audit result.

I wonder what ATO would say if they knew about the poor auditing being forced on us by Xero's poor development practices?

Kelly - Why has this issue been ignored for months when it is obvious that it is critical. I even lodged a formal complaint this week with my Account Manager.

281 votes should you something. Surely it is an easy fix !!!!

Not good enough !!!!!

"Beginning to review this idea"...ffs Xero this is a critical compliance issue. We simply MUST have a correct audit trail for invoices. It's not really an idea at all but a critical missing feature in new invoicing that was working perfectly in Classic.

@KellyMunro, is there any movement on this in the last 7 months. Seems like a very slow response time for a critical issue...

NEW INVOICING-HISTORY-NOW DRIVEN BY LOCK DATE - PLEASE BRING BACK THE HISTORY

NO HISTORY of emailing invoices (today) that were created before the lock date.

Xero suggestion/reply:
"When you send an invoice dated before the lock date, the invoice will be sent, however the History & notes cannot be updated as it falls within the locked period.

You can temporarily edit the lock date to send the invoice emails then reset the lock date"

THE INVOICE WAS SENT AFTER THE LOCK DATE, BUT THE HISTORY IS NOW DRIVEN BY THE DATE THE INVOICE WAS CREATED, NOT THE DATE YOU ARE SENDING/EMAILING THE INVOICE - WHAT A JOKE TO HAVE TO CHANGE THE LOCK DATES EVERY TIME YOU WANT TO SEND A COPY OF THE INVOICE, THE LOCK DATES ARE USUALLY SET BY AN ADMINISTRATOR, NOT SOMEONE ONLY HAVING CONTROL OVER INVOICING OR FOLLOWING UP ON OVERDUE INVOICES-THIS HAPPENS WHEN ONLY SENDING A COPY OF THE ORIGINAL INVOICE, NOT EVEN EDITING/CHANING THE INVOICE

NEVER HAVE I SEEN THIS IN ANY ACCOUNTING PROGRAMMES.