Invoice reminders - View emails sent to customer
On the contact activity it tells you when an invoice reminder was sent but what would be really useful from a contact relations POV would be to be able to click that interaction and view the email so that you could screenshot/resend it to a client who says they didn't receive it. For example I have one saying at the moment they never received the reminder but did the one after and the one before? Odd? Proving the amount, email it went to etc would be a useful "told you so" if you know what I mean.
Accounts Giles
shared this idea
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Christina Rosier
commented
It is important to have a record of sent emails to a customer, so details can be checked, and in the event of no payment, a record of correspondence can be given.
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Fleur Waters
commented
This would be very useful.
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Sandra Keath
commented
I work around this by sending myself a copy of the invoice as well. Then I can resend it from my email software.
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Thamara Jayawardana
commented
It is very useful if Xero can add a feature to view and track sent emails within the system. This will be very handy when we need to check the email addresses sent or resend an email to another contact.
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Stewart Elsegood
commented
Totally agree with Phillip Kennedy....debt collection is an art and you need everything at your fingertips. Not being able to easily see the email that was sent to the customer reinforces why XERO is an accounting package[ pushed by accountants] and NOT a business software package.
The sooner Xero reacts to the numerous customer suggestions such as these the betetr otherwise we will all just be looking for a better business package to come along that we can move to from Xero. -
Malgorzata Kwiatkowska
commented
I'm new to this software. Is any answer from XERO ? Any update ? I really concern to move account to competitors.
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Candice Tootell
commented
This should be a basic ability for auditing purposes. If a document is sent via xero, we need to be able to see exactly what was sent and what else what written in the text.
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John Kenny
commented
This is absolutely an entry level requirement. It is unbelievable this feature does not exist.
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Toni Dixon
commented
I 100% agree with Philip Kennedy's comment. I can not believe you can not view what you have sent. Why have this feature of emailing if you can not view what has been sent?
"Because we personalise some of these emails, it would be very helpful to go back in Xero to see exactly what we wrote when the invoice was first sent out, so that we can also personalise the wording of our follow up emails. There is an art to timely debt collection. That's why I rate this feature as critical. Note; and yes I know I can send the email to myself and find it among the the thousands of emails I get, but it would be much easier to go straight to it in Xero !
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Laura Maton
commented
I've just spent an hour and a half trying to figure out how to do this and am amazed that it isn't possible. Really disappointing and a critical feature to have, I have set up reminders before payments are due, as well as chasing afterwards and have no way to prove they have been sent
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Philip Kennedy
commented
Because we personalise some of these emails, it would be very helpful to go back in Xero to see exactly what we wrote when the invoice was first sent out, so that we can also personalise the wording of our follow up emails. There is an art to timely debt collection. That's why I rate this feature as critical. Note; and yes I know I can send the email to myself and find it among the the thousands of emails I get, but it would be much easier to go straight to it in Xero !