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

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    91 comments  ·  For small businesses » Business features  ·  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…

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    Leonie Whitfort commented  · 

    When you send an invoice out the first time it shows in history. If you subsequently send it again because they claim they can't find it, it is amended or someone else in the company requests a copy it doesn't show. Only the first send shows. This is vitally important when dealing with bad debts so you have a full picture of contact with the company. Currently you can only state when & who it was sent to the first time nit subsequently. You have no record of sending an amended invoice - you can see the amendment but not who/when the amendment was sent .

    Apologies if this request is somewhere else, but I couldn't find it, even though it does seem a basic requirement.

    Leonie Whitfort supported this idea  ·