Settings and activity
2 results found
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359 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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David Clark
supported this idea
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236 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
An error occurred while saving the comment David Clark
commented
I feel I should set people's expectations on this - this is something that I've been asking for over 7 years. There was a previous thread on the old Xero Community forum that had hundreds, possibly thousands, of comments from small businesses explaining the importance of this feature.
they all got nicely wiped away when the new product ideas format was rolled out.It would be better if we were given a definitive "You're not getting it because..." from Xero but being ignored is actually more annoying.
I wish I could move away from Xero and probably I should, I certainly don't recommend it any more.
An error occurred while saving the comment David Clark
commented
Gary Douthwaite - we'd also be interested in your app if you are able to post any details or email davidclark78@gmail.com
An error occurred while saving the comment David Clark
commented
Unfortunately you won't get an answer past 'No' on this from Xero. I had a thread on the old Xero Community site going back to 2016 with HUNDREDS of comments asking for the same feature. Eventually Xero stopped responding.
Who's the mug though, because here I am 7 years later still having to manually adjust thousands of invoices. If I was starting again I would definitely avoid Xero because of this.
David Clark
supported this idea
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When you resend an invoice in New Invoicing, the history table only shows UPDATED.
To get the email to show you have to first mark the invoice as unsent then go through the process again.
This adds on valuable time, and when you think about it doesn't even make sense - in what situation would you ever NOT want to know where it was sent to?