Contacts - Different default email addresses for different transactions in Xero
Ability to allocate different transactions to different email addresses.
Purpose: Because it’ll make users’ workflow easier when they’re dealing with the contacts that have different departments.
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Kim Seeley commented
This is really important, we email quotes, invoices, and purchase orders to the same company and some of them have different departments and Project Managers that deal with each product. We also don't get the benefit of invoice reminders as these have to be turned off, great for a 1 man show but how many are there?
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Katherine Spiers commented
Many companies have a separate email address for receiving invoices and another for statements. Is it possible to add a tick box in the contacts so that invoices go to one email and statements to another, as currently the only way is to send everything to both emails (or delete the one you don't want each time)
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Keith Hutchinson commented
This is incredibly important within the building industry, manufacturing plants and any other company that has multiple sites or multiple departments and therefore multiple cost centers with different managers.
Please develop a drop down 'contacts' box in the quote and invoice generators so we can easily address them to the correct people without having to type it in each time. It's such a frustrating waste of time having to manually edit the contact and worse yet, having to regenerate the quote or invoice if you forget to change the details.
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Zoe Murphy commented
This is super important from a hospo perspective, I need to be able to send invoices to chefs to have them cost up their inventory, but they don’t need statements.
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Ryan Martin commented
Hi guys you Need to add a drop down to allow user pto send quote /invoices to multiple contacts .
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Shannon Gray commented
This is needed urgently. We deal with large companies who don't want invoice reminders and statement sent to the project manager who requested the original quote.