Settings and activity
1 result found
-
405 votes
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…
An error occurred while saving the comment An error occurred while saving the comment 
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
·
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.