Settings and activity
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351 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…
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Michelle Darragh
supported this idea
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10 votes
Thanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
An error occurred while saving the comment Michelle Darragh
commented
Maria I feel your pain. I have the same frustration. Classic invoicing had this audit trail feature. With New Invoicing, users are now required to spend time (and more clicks) to record the sending of an email to a customer. Read the room Xero! Your advertising promises customers that your product reduces admin, frees up time... well not in this instance!
Michelle Darragh
supported this idea
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20 votesMichelle Darragh
supported this idea
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31 votesMichelle Darragh
supported this idea
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Hi Kelly Munro,
Seeking some progress on this idea post your Sep 2024 message. From what I see the idea is still "Under review".
The suggested manual work arounds costs time and money for any business.
Why does it take so long to reinstate a feature that was available in the past?
From where I sit its hard to see that Xero demonstrates any true understanding of the importance of full audit trail of the email history when resending customers invoices. In this instance the software has become less functional and manual. A business cant make money from spending time with manual work arounds for a feature that has been taken away.
Please listen to your current community..