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

    260 votes

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

    Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

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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

    16 votes

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

    Hi everyone, our product team have released their first update to the history and notes of new invoicing where you can now see more detail of the change that's been made such as where an issue or due date has been edited or the amount of the invoice has changed. 

    We have more improvements planned for new invoicing history and notes and I'll share more as this comes, here. 

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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