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Product Ideas

Activity History needs to be a true history

Experienced User

28Posts

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28 Posts
Experienced User
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When viewing an invoice at the bottom of the screen under "Activity Hisitory" it gives a history of it's creation and when it was sent.  It needs to be a true activity history of the invoice.  That being, when it is initially sent, if it is revised and resent, if a statement is sent, and if reminders are sent.  All activity needs to be recorded and available.

 

If an invoice needs to be followed up with a customer or even sent to a debt collector we have to have the information to prove that we have actively been pursuing the debt.  We currently cannot prove anything.