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  1. History & Notes - Xero Mail - Log of mail sent via Xero

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    submitted  ·  165 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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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.

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    Greg Ward commented  · 

    The history option is very useful when reviewing my invoices to clients. But Xero does not include notes in the history options. This means any comment I make when sending an invoice is lost from my system. Please extend invoice history to include notes.

    Greg Ward supported this idea  ·