Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.
We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Mindboggling, I now have a massive amount of information I sent to a customer just vanish into the ether, I assumed there would be a record of sent emails because the contrary seems like an impossible feature to omit.
the send me a copy feature is just a mess of a solution that I will have to use, given the importance of the customer interactions please default this to an on state and give a warning that the body of emails sent with invoices gets treated as trash.
josh shepherdson
supported this idea
·
Mindboggling, I now have a massive amount of information I sent to a customer just vanish into the ether, I assumed there would be a record of sent emails because the contrary seems like an impossible feature to omit.
the send me a copy feature is just a mess of a solution that I will have to use, given the importance of the customer interactions please default this to an on state and give a warning that the body of emails sent with invoices gets treated as trash.