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

    380 votes

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    94 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…

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    Percy Plow commented  · 

    Hi Xero,

    Appears to be a "simple fix"
    All recipients of the invoice should be detailed in the history.
    Also
    When automatic reminders are sent they should automatically only go to the original invoice recipients

    Are these options available

    Thanks

    Percy Plow supported this idea  · 

  2. Invoice Reminders: Ability to select that reminders only go to original recipient/s

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Percy Plow commented  · 

    It is also an important issue within our business.
    The reminders should only go to the original recipients.
    We have had dissatisfied clients, both whose business has been shared and others who have wasted time as they shouldn't have been included.
    An option should be included when the invoice is originally generated