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

    344 votes

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    84 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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    Graeme Beveridge commented  · 

    This issue has been around now for at least 12 months from memory. Xero - get your act together. How hard is it to make this minor adjustment and keep us all happy.

    Crazy !!!!

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    Graeme Beveridge commented  · 

    Kelly - Why has this issue been ignored for months when it is obvious that it is critical. I even lodged a formal complaint this week with my Account Manager.

    281 votes should you something. Surely it is an easy fix !!!!

    Not good enough !!!!!

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    Graeme Beveridge commented  · 

    Xero - how long does it take to get this changed. It has been on the list for a while. Please fix it NOW.

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    Graeme Beveridge commented  · 

    Previously if you emailed an invoice or statemt to a client it showed up as such in History for that client. Recently this appears to have changed and all that shows in History is "Updated". Not very helpful as it is important to know when one last emailed an invoice or statement.

    Please fix.

    Graeme Beveridge supported this idea  ·