Settings and activity
3 results found
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104 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
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Brooke Chapman
supported this idea
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72 votes
Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
Brooke Chapman
supported this idea
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259 votes
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.
Brooke Chapman
supported this idea
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An error occurred while saving the comment Brooke Chapman
commented
I agree that the history and notes section is lacking since the update.
Being able to see when and to whom an invoice was sent after the initial send is what we are missing.
Invoice in our industry are changing regularly, people are changing their minds, plans and budgets are changing. So the invoices get updated to reflect these change. And invoice get emailed out again. But there is no record that it was sent again. When multiple people are working on invoices it is hard to know if something has been missed.
Since the update to new invoicing there is no way to see if the invoice has been sent after the first time it has been sent.
It also does not list which email address it was sent to.
If you edit the invoice and need to resent it, there is no record of it being sent again and to whom.
In an industry where the invoices are changing regularly as plans change, being able to see if the latest version of the invoice has been sent to the client is crucial.
And when invoices need to be sent to different people and departments at different times in the process, being able to see which email address the invoice was sent to is beyond essential.
Taking time out to write your own notes about this when you are somedays dealing with 20 or 30 invoices is time consuming and frustrating.
We need this to be an automatic process like it was in classic invoicing.