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268 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
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Ted Jacobs
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27 votesTed Jacobs
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705 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.
An error occurred while saving the comment Ted Jacobs
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Hey,
Thanks Peter for your workaround. This functionality should be fixed though as we constantly send reminders and would like a history of when these are sent. Having the history just saying "updated or edited" does not suit ours, and by the sound of it, many businesses needs.
Ted Jacobs
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60 votesTed Jacobs
supported this idea
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Dear Xero Support,
We are writing to report a persistent issue with invoice email tracking that is significantly impacting our workflow. Despite previous reports and articles suggesting this has been resolved, we are still experiencing problems.
The issue: When sending invoices, the invoice history only displays "INV-***** Updated" and does not show the recipient's email address, as it did in classic invoicing. This makes it impossible to verify when an invoice was sent and to whom, hindering our ability to provide proof of sending to customers.
We understand that a manual note can be added as a workaround, but this is a time-consuming extra step and lacks the reliability and authenticity of automated tracking. Having an automated record of sent emails is crucial for our business and serves as irrefutable proof of delivery.
Could you please investigate this issue further and provide an update on when we can expect a resolution? We would greatly appreciate it if a member of your team could contact us directly to discuss this in more detail. We can be reached at 03 5120 6100 or enquiries@valleywindows.com.au.
Thank you for your time and attention to this matter.
Sincerely,
Te Iriwhiro (Ted) Jacobs
Valley Windows Pty Ltd