Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.
We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
This is a critical requirement. We need to have a record of all emails sent to our Clients and we used to be able to at least view them in the XERO record.
As these emails are sent to provide a customer with an invoice of to perform debt collection activities, we need to have them as proof. Although there is the option to send a copy of the email to the senders email box, that is simply adding more time consuming work for us, not to mention clogging up email boxes!
Julieanne Charles
supported this idea
·
This is a critical requirement. We need to have a record of all emails sent to our Clients and we used to be able to at least view them in the XERO record.
As these emails are sent to provide a customer with an invoice of to perform debt collection activities, we need to have them as proof. Although there is the option to send a copy of the email to the senders email box, that is simply adding more time consuming work for us, not to mention clogging up email boxes!