Settings and activity
3 results found
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354 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
An error occurred while saving the comment An error occurred while saving the comment 
VWA Credit Control
commented
Absolutely essential for credit control and progression to have detailed logs - at the moment, my history and notes logs are just filled with lines and lines of pointless updates from auto-save - meaning for any actual notes, they are bumped way down, and the text has to be copy, paste and edited to remove all the guff. The auto-save every minute (at least) plus adding the actual detail into the invoice needs to be removed from the log, its ridiculous, just one timestamp at the end of that 'session' would be needed.
Date User Action Detail
19 Sept 2024 12:46 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:46 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:45 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:43 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:34 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:34 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:33 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:33 pm VWA Credit Control Edited
INV-21918 updated.VWA Credit Control
supported this idea
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62 votes
An error occurred while saving the comment VWA Credit Control
commented
This is such a frustrating issue, I go into the invoice to add the remittance, but cannot update the expected payment date, I then have to go out the to invoice menu, search the invoice again, and input it there. Such a frustrating waste of time when it used to be done in one step on the older version. I switch back when I have a few to do. We have enough distractions when processing without having to go fully out of invoices and menus every single time.
VWA Credit Control
supported this idea
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181 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
VWA Credit Control
supported this idea
·
An error occurred while saving the comment VWA Credit Control
commented
I need a PO box field and the ability (a tick box) to make it mandatory on some customers, whose invoices arent processed if sent without. This will stop the invoice being sent until we have received one from the customer. I could make a note in the customer account text.... if you had such a feature (dont worry, I have been commenting on that thread also). These seem like such basic features of accounting software that just arent present on Xero. Why?
Good to see the re-sent history has been reinstated, to a point as people are still having some issues.
The auto-update is still causing issues with unnecessary logging as per my original post:
Sep 23, 2024 · Edit… · Delete…
Absolutely essential for credit control and progression to have detailed logs - at the moment, my history and notes logs are just filled with lines and lines of pointless updates from auto-save - meaning for any actual notes, they are bumped way down, and the text has to be copy, paste and edited to remove all the guff. The auto-save every minute (at least) plus adding the actual detail into the invoice needs to be removed from the log, its ridiculous, just one timestamp at the end of that 'session' would be needed.
Date User Action Detail
19 Sept 2024 12:46 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:46 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:45 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:43 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:42 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:34 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:34 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:33 pm VWA Credit Control Edited
INV-21918 updated.
19 Sept 2024 12:33 pm VWA Credit Control Edited
INV-21918 updated.