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1. Invoicing | History - Show detail of action made

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   9 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.

   As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.

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   Mandy Weston commented  ·  27 March, 2024  ·  Edit…  ·  delete…

   I would add who it has been emailed to as important too!
   Classic showed who I sent it to with the date and time it was sent
   New just shows I sent it

   If a customer questions us it would be ideal to screenshot who we sent the invoice to! Like I always have in the past

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2. New Invoicing - Feedback

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   46 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
   We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.

   There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve also developed smart suggestions for due dates based on common dates people use most, or you can use Xero’s keyboard shortcuts to save time entering dates in Xero. If you have set a default due date in your invoice settings this will be applied when using new invoicing.

   Not being focused on a single idea alone, we’re going to close this thread, but please rest assured that we are taking on board your valuable feedback and there are even a couple of existing ideas mentioned in your feedback that you could join to monitor progress on, such as being able to reduce the number of steps and clicks involved in new invoicing, New Invoicing - Add line number, Invoice | Less clicks for printing PDF and sending receipts, and Invoicing | History - Show detail of action made.

   Our invoicing product team are very keen to keep improving new invoicing and encourage you to start a new idea if you’re unable to find an existing one that matches your needs.

   Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
   We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.

   There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve… more

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   Mandy Weston commented  ·  27 March, 2024  ·  Edit…  ·  delete…

   New invoicing doesn't show the emails we sent the invoices to...THIS IS IMPORTANT

   Customers often say they didn't receive the invoice and I have always been able to confirm which emails we sent it to and send a screenshot to show them

   But won't be able to do that with the new inviocing!

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