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Invoice Reminders - CC/BCC on outgoing emails

Ability to add CC/BCC on every outgoing invoice reminder email.

Purpose: To make other users can see the exact email that the customer/client sees."

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.

For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.

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  • Judy Watson commented  ·   ·  Report

    Agree - need this feature as need be able confirm what has been said to a customer for following up outstanding debts.

  • Nino Fioretti commented  ·   ·  Report

    I need this feature to improve our business practices. This omission doesn't make sense.

  • Tasman Simkins commented  ·   ·  Report

    We need this functionality badly for chasing overdue invoices. Normally an invoice will be sent out the a contacts email for incoming invoices. However when it comes to reminders for overdue invoice you will most likely be wanting to send the reminder to alternative contacts at your client and as the invoice becomes more overdue you might what to send the reminder to higher up people in the clients organisation.

  • Simone Kasselman commented  ·   ·  Report

    I have found myself wanting to confirm the exact message sent to a specific contact multiple times. This is a great need.

  • Simon Allen commented  ·   ·  Report

    Nominate an alternative address for invoice reminders.

    Currently we send invoice reminders to clients on 14 days overdue and 30 days overdue. I would like to add a third reminder when invoices fall 60 days overdue but for this to be sent to myself instead / aswell as the customer as this would trigger the next stage of debt recovery.

    As far as I can tell, there is currently no means to add an alternative recipient address.

  • Tony White commented  ·   ·  Report

    This shouldn’t just be for reminders. We are often faced with needing to forward multiple copies of invoices/statements to different aspects of a company. Having to send to one then go back in and send agai to someone else?? CC is a basic function of any email.

  • Chris Samaras commented  ·   ·  Report

    More people need to vote for this basic functionality to be added. If more people vote for this feature it may actually become a reality. I have seen hundreds of posts spread across multiple boards requesting the ability to add a CC and BCC email address option.

    I am extremely hopeful this basic function can and will be added in the near future.

  • PANGEA Group - Steve M. commented  ·   ·  Report

    Yes, it has no sense you are not able to receive these kind of e-mails in cc and very easy to setup this feature for Xero team.

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