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1. New Invoicing - History to include if invoice is resent

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   85 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 up where this does not happen and they're still working on - So, once they've ironed these all out we'll return to update you again.

   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… more

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   Shelagh Estment commented  ·  05 September, 2024  ·  Edit…  ·  delete…

   On the new version when sending an invoice it just says "edited" it does not say invoice sent like old system. When looking now it seems as if invoices not being sent and when a customer queries, one cannot prove when you sent the invoices out!!! This is vital information when sending invoices and dealing with clients. It does note what changes were made showing all that info, but just not that an invoice was sent and to who.
   Previously it was commented that this was fixed but it is not

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   Shelagh Estment supported this idea  ·  05 September, 2024