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Montyj's avatar
Montyj
Experienced User
2 years ago

How do i find unsent invoices since the Nov 2022 update

Unsent invoices has disappeared and there appears no way to call these up easily since the update.   Why was this feature removed and made so difficult.   We used to be able to see unpaid invoices not sent, unpaid invoices sent, paid, overdue etc.   Now it is extremely difficult.

How can I access these unsent invoices easily

8 Replies

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  • LCrowhurst's avatar
    LCrowhurst
    Trusted Cover User

    Montyj wrote:

    Unsent invoices has disappeared and there appears no way to call these up easily since the update.   Why was this feature removed and made so difficult.   We used to be able to see unpaid invoices not sent, unpaid invoices sent, paid, overdue etc.   Now it is extremely difficult.

    How can I access these unsent invoices easily


    i asked the same question....I used to use the unpaid and unsent drop down all the time...now gone....:manfrustrated:

  • Tailchaser's avatar
    Tailchaser
    Experienced Cover User

    Same issue here - just adding it to the growing list of frustrating, annoying and daft things to be endured....

  • Hi Montyj 

     

    In the Invoices window the Activity column displays the following information:

     

    • Sending â€” the invoice email has been sent, but confirmation that it was sent successfully hasn’t been received yet
    • Emailed â€” the invoice email was sent successfully
    • Viewed â€” the online invoice has been viewed
    • Delivery failed â€” the invoice email was not sent. It was either rejected, or the email address is invalid (incorrect or doesn’t exist)
    • E-Invoice sent â€” this indicates you've sent an eInvoice. eInvoices may also show a status reflecting how the customer has responded to it — see eInvoicing.

    The Status column displays this information:

     

    • — for invoices that have been paid in full
    •  â€” for invoices that haven't been paid and not yet overdue
    • — for invoices that haven't been paid and are overdue
    • — for all customer returns and credits

    You can change how you filter the Invoices list by clicking on the arrows next to the Column headings.

     

    Let me know if you need further help.

    • Tailchaser's avatar
      Tailchaser
      Experienced Cover User

      This doesnt answer the question on any level.....

       

      1. The activity column can not be sorted or filtered 

      2. This does not explain how to show only "UNSENT" invoices. 

       

       

       

      • TileRescueFran's avatar
        TileRescueFran
        User

        Absolutely need the UNSENT invoices option back. How ridiculous for this to disappear.

        I constantly used it to see all the invoices I'd prepped but not ready to send to customer.

        Please reinstate.  The response didn't answer the question.

    • Montyj's avatar
      Montyj
      Experienced User

      This answer does not fix the unsent invoices issue at all.    The new update is a bit of a mess, why fix something that wasnt broken?    Now it is broken.

       

      Also, the notes area for employees has completely disappeared with the update which has wiped all the leave my employees have taken.   Why was this done and did noone think it was of value?

    • JOSIE's avatar
      JOSIE
      Experienced User

      This is actually no help when you have 200+ invoices to scroll through. 

      Very frustrating.