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  1. Please include notes in invoices 'history' options.

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing, Greg - Trying to better understand your idea here. When you say view notes of a client , would this be where you've added a note to an individual invoice, that you'd like to see this when viewing a contacts record?

    Appreciate any further detail you can share on your workflow here.

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    Greg Ward commented  · 

    Yes, I'm referring to the cover notes that accompany individual invoices. When I send an invoice, I click 'email' in your classic template. An automated message then appears. ("Hi, Here's invoice INV-2964 for xxxx NZD etc). I always customise this note for each client. And sometimes I share important information e.g. "this invoice is now overdue, please check etc." But Xero does not keep a copy of my notes. So it is very frustrating if a client later claims they never received a warning about an overdue invoice. I have no way of proving the warning was contained in the notes section accompanying the invoice.

    Greg Ward shared this idea  ·