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This is critical for us wanting to send PO's to the Sales team of the Customer, and then send Invoices/Remittances to the Accounts team of a Customer. Some Customers do not want to receive Invoices into their Sales inbox, and same goes for their Accounts team not wanting to receive PO's - clogging up their inboxes and creating confusion.

It would be useful to have a dedicated email address/es for sending invoices, reminders & statements to without having to load another contact each time. For larger companies statements might need to go to another email address but maybe 2 email addresses can be set up (one for invoices & reminders, one for statements) and the statement address defaults to the invoice address.

We are finding that many clients have automated accounts systems that require the invoice to be sent to a separate email address to the statement. If we could load two email addresses & have the ability to select either invoice or statement that would alleviate having to manually change it each month.

Another duplicated delivery from a supplier meaning extra work for them and us in returning (and processing) the second unwanted order.
Why? Because both sales AND accounts received the purchase order we emailed (and accounts forwarded their copy to sales).
Yes- they should have remembered to check the order wasn't a duplicate.
Yes - we should have remembered to check the order was only being emailed to the correct email.
BUT systems based on everyone remembering to remember never really work.

Clients have different email addresses for certain areas of their company for example we need to first send a quote out to one client to request a PO and then send the invoice to a different email address it would make life easier if this was implemented.

100% Agree, why isn't this an option!

Its very out dated to think only one person takes care of invoices and statements on one email.

I'd like to see an option in contacts for 'invoice email' and one for 'statement email'.

Each month we bill hundreds of customers so when it comes to statements I can't remember the emails for those people. This is so frustrating and time consuming, even writing this email having to mention something that should have been implemented long ago.

Our customers have an email specific to invoicing and to statement

Hi Xero, You are Great however I would really like to add a suggestion which I think many Xero users would also like to see.

We have many customers who have multiple contacts for various functions example:
Quotes get sent to contact 1 and 2
Invoices get sent only to contact 2 and 3.

Would like the option to be able to set up a contact/customer then add all the contacts on their account and then select/differentiate specific contacts for PO's, Quotes and Invoices.

Right now every time we sent either we always need to manually remove/add emails when sending to customers.

This is about having a setting for who can get draft invoices/statements etc. vs final versions.

Invoices and statements can be sent to people set up in the CONTACT profile to receive emails……this is very useful when we send out the final invoices/monthly statements as an example.

However, the way we do our process for invoicing is:
1. We upload our invoice file
2. We send these (from XERO) for review
a. HOWEVER, we only want the internal Malaspina team/staff to get them, so if there are any errors/issues/corrections etc etc that the client does not see these first, and we can amend before going final
3. The issue:
a. When I email these it brings up all the “contact to receive email” people based on the CONTACT profile
b. I need to go into each email box, copy the email of whom I really want to get it
c. Delete everyone else
d. Paste in the correct name
e. Do this across approx. 90 invoices
f. Send in draft
4. An awesome solution?
a. Have an option where you can set up in the CONTACT profile to receive DRAFT emails/invoices/statements or not (e.g. Harry can receive “FINAL” and “DRAFT”, Client X “FINAL” )
b. or something similar like when the mailing dialogue box comes up it shows the names and you can deselect all and then click on who you would like to get the email
c. I prefer 4a as you could have a lot of potential people in a CONTACT to get the final version so 4b is more cumbersome and it would be easier to manage via a “4a” process.

I want to specify a different email contacts for sending invoices & statements
Working as an accounts person, I come across a common problem where systems only allow for one email address to be entered on the contact card. Xero doesn't have this problem, you can add extra emails in to the contact card- however I would LOVE to be able to tell Xero what I want to use each of the different emails for.

For example- for our debtors, I need to send the customer invoice direct to the sales team person we have been dealing with (so they can approve it before sending it on to theirs accounts dept), but at the end of the month, the statement of the account is preferred to go straight to the Accounts team for review.

I want to be able to indicate on the contact card what I want to use the email address for so the email field is filled correctly with the email I need depending on the action I am taking.

Would anyone else out there find this useful?

We have to send remittance advice for different departments, would appreciate if we could set multiple emails fore remittance advice.

You have recently upgraded your system to allow us to choose which attachments to add to your quotes before, this is a very similar request, just give us a drop down box to allow us to choose from the saved email address, for when we send anything from Xero. It’s just background programming required from your IT department! It would make so much sense. But lack of response isn’t acceptable when we are paying Customers. How many people have to ask for this before it should be compulsory for Xero to act on?

having a separate contact / email address being loaded for statements separate from where the invoices go will be amazingly helpful.

Putting forward a feature request to be able to have a contact for the initial email sent out, then all future contact (email chasers) sent to a different email address.

We have several companies who want this process and we have to remember to do it manually.

All quite fiddly and time consuming.

Allow us to select a contact to be the default receiver of quotes. My main contact is usually a billing contact, and they are not usually the same person that is responsible for approving quotes. It would be very handy to be able to set that contact separately, or even to choose a contact from a drop down after selecting the client.

We have a small number of contacts who are both customers AND suppliers and have different default emails depending on the function. So it is imperative that we send the correct communication to the appropriate personnel. Sending messages to the wrong address just leads to muddle and confusion and something that you'd have thought would be easily rectified with a little thought.

yes Please. Our contact data is imported from a job management system and only allows one primary contact email. But we need the ability to add different emails for accounts.

In our job management system for example the primary contact for our suppliers is for purchase orders, whereas in Xero we need to be able to email the accounts department for remittances.

Absolutely essential, such a pain to work around and keep getting told off by customers when a statement slips through to the invoicing email address.

Nowadays it is common when invoices processed through AP recognition system automatically (from a special mailbox) when the Accounts Payable team used different mailbox to monitor payment query or Statement of Account. More and more suppliers ask to send invoices and SOA to separate emails.
At this stage, it’s not possible on Xero to set up multiple email addresses for a contact to send invoices and statement of accounts (SOA) to separate email addresses. You could add additional people in a contact record. However, you would need to manually go to an invoice and select 'Email' and manually enter the email address and this would be the case for sending a SOA as well.
It would be handy to be able to have set up on Contact for invoices to go (only - but not Statement) when Statement goes to Accounts Payable email address (different from invoices).

Sage 200 which I am used to using has the ability to assign contacts to different tasks, eg one for invoices, another for statements. This is a really useful feature which Xero is lacking.