View All Invoices - Ability to see if invoice has been emailed

started a topic over 4 years ago

We have a situation with a client that they need to be able to tell by looking at the invoices list if any have been emailed to the customer. There are no columns to state this in the main list view and it makes it difficult to ascertain which invoices need to be sent without opening each of them and checking the attachments to see if it has an emailed tag and processed against it. This can cause a lot of grief by missing out invoices to customers and/or resending invoices again by mistake. The client likes to bulk send invoices based on the office staff processes and not having an indication if it is sent makes this a difficult situation.

15 people like this idea
  • Yes totally agree, we too have found this a hard to manager process where a if we could filter on what had been emailed by way of a flag/tag would be most helpful.

  • This would be an extremely useful feature. In our business many clients still prefer a printed copy of their invoice and not being able to separate these from those that have already been emailed wastes a lot of time. A bulk filter would be great.


    1 person likes this
  • I agree also. I would love there to be an option to view if an invoice has been emailed.  I spend a lot of time each month having to email invoices to clients off a list I've collated and checking them off to confirm I've done it.  It would be so more efficient to have this email option available to us.

  • This is a great idea - we have several clients who would all appreciate this feature. Some of our clients currently send invoices out of Xero only because they have no way to see if invoices have been sent through the 'All Sales' view in DEAR.

  • I too like this suggestion, would save so much time knowing which invoices have already been emailed.


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15 people like this idea
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