Settings and activity
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344 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
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Ted Jacobs
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39 votesTed Jacobs
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754 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
commented
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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68 votesTed Jacobs
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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