Settings and activity

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

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   90 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

   Joshua Cannistra supported this idea  ·  30 July, 2025

2. Customer Statement - Automated statements for contacts

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   130 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

   Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

   I want to assure you we'll keep reviewing this idea, and will share as soon as there's any related progress. 

   Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

   Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

   I want to assure you we'll keep reviewing this idea, and will share as soon as there's… more

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   Joshua Cannistra commented  ·  30 July, 2025  ·  Edit…  ·  delete…

   This cannot come soon enough. We’ve been asking for this for years, and if there’s no movement on automating customer statements soon, we will have no choice but to move to another provider. This is a basic function for any accounting platform, and the delay is beyond frustrating. Please make this a top priority before you lose more customers.

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   Joshua Cannistra supported this idea  ·  30 July, 2025