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…
I had just assumed this functionality would be available. When the time came that I needed it, I was gobsmacked that it doesn't exist. It caught me out badly and left me in a very difficult situation ("Sorry, our system doesn't keep any record of sent emails so I can't help you"). Honestly, it's just embarrassing that you don't have this feature. You could at least warn us that any messages sent by email will be immediately destroyed, because that's not something a normal person would expect to happen.
Dave Owen
supported this idea
·
I had just assumed this functionality would be available. When the time came that I needed it, I was gobsmacked that it doesn't exist. It caught me out badly and left me in a very difficult situation ("Sorry, our system doesn't keep any record of sent emails so I can't help you"). Honestly, it's just embarrassing that you don't have this feature. You could at least warn us that any messages sent by email will be immediately destroyed, because that's not something a normal person would expect to happen.