Settings and activity
3 results found
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753 votes
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
supported this idea
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26 votes
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.
An error occurred while saving the comment 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 itIf 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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14 votes
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…
An error occurred while saving the comment Mandy Weston
commented
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!
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!