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  1. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    599 votes

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    126 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

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    Mandy Weston commented  · 

    I can't understand why the EMAIL I sent the invoice to isn't in the notes anymore!

    We use this as proof to our customers of who and when we sent the email

    I do hundreds a week so I don't cc myself on them!

    Mandy Weston supported this idea  · 

  2. Invoicing | History - Show detail of action made

    23 votes

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    8 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.

    We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.


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    Mandy Weston commented  · 

    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