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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Shirani Wethasinghe commented
Invoices go to AP email address which is the default one and Remittance Advice is required by some customers to be sent to AR department or a different person altogether which is a different email. Please provide this capability as its imperative.
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Kate Croft commented
AGREE WITH EVERYONE HERE. This should be a basic function
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Matthew Clark commented
How is this not possible already? We have this problem on every invoice, then when we update the company contact the reminders for other invoices to the same customer go to the wrong person in the customer company. It's not only an annoyance when sending invoices, it reflects poorly on us when our customers have to tell us that our accounting software is giving them reminders for a project they weren't involved with. Please fix this ASAP!
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Prime Painting commented
I still have to manually change the email for a contact depending on if i am send a quote of invoice. Seems like a very simple feature to implement...
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Taryn Hogan commented
Wow, this still hasnt been done!
Invoices to one, statements to another for sales.
And now purchase orders are able to be done in the app. This is finally available but we need to be able to set email addresses for our billers to either receive purchase orders or remittance advice and it could autofill the correct one.
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Adam Greco commented
Holy moly. This idea was submitted 7 years ago with no action, still?
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Julia Leigh commented
We need this feature
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Imogen Conyers commented
We urgently require this function!
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Rossa Light commented
Critical. why cannot Xero do while all other ancient accounting programme can?
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Liam McKenna commented
This would help very much and increase fluidity when emailing quotes or invoices
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Mary Ashby commented
Hi,
This is proving to be a real problem to me. Our customers are large companies with several employees. Ideally, we need two separate email fields in the finance section for invoices and statements. In the main contact details section we need the ability to enter several different email addresses so we can choose who we want to send the quotes to.
Currently we are losing important email addresses as they have to be deleted when we want to send quotes, invoices or statements to just one email address.
If I am misunderstanding how to use the contacts properly please can I have some guidance? Thank you.
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Adam Greco commented
Would be helpful, but just keep in mind people that most of these requests sit here for years. You likely won't see it in the time before you graduate from Xero, but you will get a "new" look at adding customers/vendors that is clunkier than a 1963 GMC Truck.
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Sam Walker commented
We have lots of customers that require this meaning we have to manually email most of our statement runs
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Joni Alison commented
This is of huge benefit to action - plus there are a number of xero accounts who would agree - https://central.xero.com/s/question/0D53m00006esOaQCAU/separate-email-addresses-for-invoices-and-statements
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Johnson & Mongan Accountants commented
We have a client who is wanting this function too. This is critical to their business.
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Di Ward commented
To be able to link difference email addresses for difference tasks, for example have an email address to send Customer sales invoices only and another email address to send customer statements and reminders only as a lot of companies have different email addresses for specific items.
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Jarrad Brilley commented
Hard to believe this idea is 7 years old, was posted by XERO themselves, and still not implemented
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Lester Isaacs commented
What actually needs to happen is that you need "super customers" to which other customers can be attached. I can have 100s of different individual contacts at a single institution, that are invoiced individually and I need all their details on the system. However the individual invoices for each contact need to consolidate on a single statement for the whole institution.
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Kamila Urbanska commented
This is absolutely critical!
We need to be able to record number of different email addresses for different functions in Xero. Clients often want their invoices to be sent to a different email address than for example payment reminders as they have different departments that are responsible for these. -
Derrick Cant commented
This feature needs to be implemented.
Every contact needs to be customisable with different default email addresses for actions taken (eg remittance, PO, invoice, statements etc).