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…
So does everybody else find the same as us when invoicing and checking invoices?
If you want to check whether an invoice has been sent in xero and you go to the notes field under "show history and notes" then there may be a record which says something like
But the last character of the email address is always knocked off. So in the example above the record actually says emailname@mydomain.co
So the notes field does not give you an accurate record of the status of the transaction.
Also, if you save an invoice, edit it, then send it xero tells you that a xero user has sent the invoice but doesn't give you any record of email address at all. So these are bugs in the xero code. Echoing Diana Lorkin's comments "...having been asked by a client to provide proof of the email.." we have a similar issue: One of our administrators is off sick and we now need to go back and chase unpaid invoices. The basic starting point is to verify what was sent to which email address and on what date. And we cannot find anything in xero that gives us an accurate record of that.
Does everybody else find the same? The last digit of the email address is knocked off? And if you save as a draft then subsequently send the invoice there is no record of email address at all?
Jeremy Johnson
supported this idea
·
So does everybody else find the same as us when invoicing and checking invoices?
If you want to check whether an invoice has been sent in xero and you go to the notes field under "show history and notes" then there may be a record which says something like
"Sent by"[namedxerocustomer] mailname@mydomain.com, followed by a date.
But the last character of the email address is always knocked off. So in the example above the record actually says emailname@mydomain.co
So the notes field does not give you an accurate record of the status of the transaction.
Also, if you save an invoice, edit it, then send it xero tells you that a xero user has sent the invoice but doesn't give you any record of email address at all. So these are bugs in the xero code. Echoing Diana Lorkin's comments "...having been asked by a client to provide proof of the email.." we have a similar issue: One of our administrators is off sick and we now need to go back and chase unpaid invoices. The basic starting point is to verify what was sent to which email address and on what date. And we cannot find anything in xero that gives us an accurate record of that.
Does everybody else find the same? The last digit of the email address is knocked off? And if you save as a draft then subsequently send the invoice there is no record of email address at all?