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We urgently require this function!

Critical. why cannot Xero do while all other ancient accounting programme can?

This would help very much and increase fluidity when emailing quotes or invoices

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.

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.

We have lots of customers that require this meaning we have to manually email most of our statement runs

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

We have a client who is wanting this function too. This is critical to their business.

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.

Hard to believe this idea is 7 years old, was posted by XERO themselves, and still not implemented

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.

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.

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).

Ability to assign a quote or invoice to different contacts within one company and not the primary contact or several contacts.

We have many customers from a large organisation and often quotes/invoices would need to be sent to different people but not all contacts in that company.

Allows for better and faster creation of invoices without manual changes to contact. Given you cannot duplicate a company in the system.

We have a client who wants quotes sent to one email address and invoices to another, so having this default as an option would be a very helpful feature.

I have a few clients who want quotes sent to one email and invoices to another, it seems like a simple feature to add.

I have one company (customer) with 8 different clients, so while I can add additional names to the company, I can only email one. This is irritating!

Allow a different field in contacts for the statements to be sent to. With EDI systems the invoice goes to one address and the statement goes to another. Currently we have to manually updated the email address, on these customers - of which we have over 300 to do each month.

The work around is to save them as PDFs and send them from Outlook but that’s a pain because you have to remember to manually edit the contact details each time prior to saving the file.

Most of my clients have multiple construction sites with their own budgets and individual project managers. They need a copy of everything and I have to send invoices to Accounts Payable.

We need the ability to easily change the recipient and select multiple recipients without having to manually edit the contact every time.

Perhaps a drop down menu on the contact details area would work.

my customers keep complaining, please only send invoices & statements to...… and quotes to...…..

most other accounting software have the options!!!