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4 results found

  1. Sales invoice | History - Show I.P. Address with date & time viewed

    2 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate your feedback on how we could improve new invoicing, and the details that would help you track when a customers has viewed your invoice. While recording I.P. address of when a user opens an invoice or quote you’ve sent isn’t in the plans right now, we’re continuing development in this space and our product teams would like to engage you all here to get a deepened sense of our invoicing users, for future improvements. If you'd be interested in sharing further feedback we have a survey you can fill in. We'd love to get your input.

    Ben Haigh supported this idea  · 

  2. Invoicing | History - Show detail of action made

    26 votes

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    9 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.

    As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.

    Ben Haigh supported this idea  · 

  3. Invoicing - Add a record of the invoice template under invoice History and notes

    3 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, appreciate the interest and rationale in wanting to be able to see under each history which invoice template was used to send the invoice.

    We are working on improving new invoicing history that'll eventually include when branding of an invoice has changed.

    However, we want to be upfront that recording the name of the branding template the invoice has been changed From and To is not something we'll be developing in the near term.

    Ben Haigh supported this idea  · 

  4. Sales | Notification that invoice sent/not sent

    30 votes

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    8 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.

    There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.

    Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.

    We appreciate the interest here but want to be honest and open with you here.

    Ben Haigh supported this idea  ·