[defect] Remittance/Thankyou email icon incorrectly says "Has been sent by email" on the Sales > Paid Invoices list view

I was looking at the documentation for sending remittance advice notices to my clients (eg this affects Sales Invoices in this context) as per https://www.clearbooks.co.uk/support/guides/payments-purchases/how-to-send-remittance-advice-to-a-supplier/

I notice in the documentation, the screenshots of the list view show the icons in the colour black, and therefore assuming the system thinks they are all not sent yet. However in my ClearBooks ALL these icons are blue, and if you hover over them, they say "Has been sent by email".

However I know this is definitely not the case. I have never seen any remittance advice notes being sent, nor have my clients. I can also confirm this is nothing to do with any automated sending of emails - as I have some clients set to my own email address and have never received such emails.

Clicking on the icon for the first time (even though it implies its already been sent) and going through the steps to send a remittance advice to clients does in fact work as expected. However for me to use this feature, I have no idea which ones have been sent and which ones have not, as they all say sent.

:o)

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Hi Chris,

I see what you mean and agree that this is quite confusing and less than ideal UX solution.

The reason why your email icons are showing blue is because the system picks up that the invoices have, at some point in time, been emailed out to the customers. This could have been done either manually or via any of our auto emailing options (Auto Sender, Prompt or Reminder). Ideally, once an invoice has been paid and therefore transferred into the Paid section, the email icon should go back to black until a remittance advice has been sent out, finally marking it blue again. At the moment this is not the case, which makes it hard to work out what type of email has been sent and when.

I have escalated this to the Design Team to look into, as this does require improvement from a UX perspective.

Meanwhile, you can consult your email history when you need to confirm the type of email that has been sent for a particular invoice, to avoid sending it twice, although I'm aware that this is not ideal either. Many thanks for bringing this to our attention and apologies for the inconvenience.

All the best,

Mia

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