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  1. New Invoicing - History to include if invoice is resent

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

    Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.

    Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.

    We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.

    We'd like to confirm how this works;

    • This record is only applicable from here on in, there are no updates to any historical entries for sending.
    • History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.

    We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…

    Lisa-Jean Foote supported this idea  · 
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    Lisa-Jean Foote commented  · 

    When you send anything in the new invoice template, the history is now either showing nothing or it just shows ‘edited by…”. In the old template I was helpful because you could see when something was sent. Edit is misleading and showing nothing is obviously a problem too. It would be great to have a history of sent and to whom the invoice was sent to too.