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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

   An error occurred while saving the comment
   Sweet Cicely commented  ·  04 March, 2025  ·  Edit…  ·  delete…

   The history information in each invoice is not including the email addresses that the invoice has been sent to if an invoice is sent a 2nd time.

   If an invoice has been created and approved and sent with the "approve and email" button then the history updates in the invoice correctly and includes the email addresses that the invoice was sent to.

   BUT - if you then go back into the same invoice another time and send the invoice again - the history only updates with "updated" - it does not include the email address that the invoice was sent to on this occasion.

   Can this be fixed? is there a setting that I need up to update somewhere to fix this.

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