Every sent invoice keeps a read-only timeline of its own history, so when a client says your invoice never arrived, you can say what went out, to which address, and on what date. Open the invoice and the whole story is there, newest first.
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Six weeks after you finished the bathroom, the letting agent asks when you invoiced for it, or the main contractor’s office asks about second fix. You shouldn’t have to dig back through your sent items to answer. Sendinvo writes the record on the invoice as things happen, so the date is on the invoice itself.
What lands on the timeline:
An audit trail is only worth anything if it can’t be quietly rewritten. Sendinvo’s is a read-only history, built from what actually happened to the invoice.
Every entry is logged at the moment the action takes place, so the order is real and the dates are exact. There’s nothing to write up in the van at the end of the week.
You can review the timeline but not edit it. That’s the point. When a client disputes the date an invoice went out, the record was written at the time, not after the argument started. Your bookkeeper reads the same history at year end.
Open any invoice on your phone and its timeline sits in the detail view alongside the amount, the status, and its reminders. Issue a credit note for work that came off the job and that lands on the trail too.
Once there’s more than one of you, each line names the person who did it: who sent the invoice, who recorded the payment, who voided it. Something Sendinvo did on its own, a reminder or an invoice added to Xero or QuickBooks, says so with nobody named. See team accounts.
A job has an Activity of its own: when each visit was booked and moved and who was emailed about it, when it was started and finished, and when photos were added. The invoices raised from the job keep theirs as above.
When the invoice was created, when it was sent and to which address, when it became overdue, and when it was paid, whether that was a bank transfer you recorded or a payment the client made online. Each reminder joins the trail as it goes out, along with any credit note applied, and a void or a write-off if it ever comes to that.
Open any invoice and its activity timeline is right there in the detail view, newest first. That’s enough to answer a client from the van, without leaving the page.
No. The timeline is a read-only record, for you and for anyone else on your account. You can review it, but you can’t change it, so a date on the trail is the date it happened.
No. Sendinvo doesn’t track when a client views or opens an invoice, so the trail won’t tell you whether the client has read it. It records what was done to the invoice, like sending it, chasing it, and marking it paid.
Every invoice you send keeps its own timeline: the address it went to, every reminder that chased it, and the day the money landed.