Invoice reminders - Ability to change invoice reminder to different email address
Some larger companies with automated systems do not want reminders going to the same email address that the invoices go to. Doing this results in a duplicate invoice going into their system, which stops the payment going through as they then need to manually sort out what's going on. They have one email address for the invoice and another for reminders, to avoid that duplication.
Currently, we need to leave the email address on the contact, then turn off invoice reminders and make a note to manually send reminders.
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Simon Pinkney commented
We were considering using Xero, but it would be critical for us to be able to send invoices to different contacts within a firm and then for Xero to be able to send reminders for that specific invoice to the person it was sent to, not just a main contact. For example, we may raise invoices to multiple contacts within a law firm. We should only send reminders to this person for the case they are dealing with.
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Brandi Hurwitz commented
I agree with the others in this thread! Having the ability to designate different emails for invoicing and overdue reminders would be very helpful to my business!
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Grace Garrett commented
We need this in our business too, if I select contact to "not include in emails" then the email address isn't there to send out quotes. so its an all or nothing option rather than customisable.
We need to have the option to enter details for contact(s) for quotes/ invoices / reminders
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XiaLia Yang commented
Very essential in our business as all our clients have 2 different email addresses, invoicing and queries.
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Kristen Vanderpool commented
Completely agree with others in this thread. We sell to large companies that may have multiple sales people and contacts for different projects...not the same ones every time. Xero wants to send every reminder to *only* the specific contacts setup in the company. Which means I have to add every person to the contact that might even remotely be related to a single invoice. Even if they had nothing to do with it. All because we can't customize on an invoice to invoice basis.
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Tom Owen commented
Please add this feature, we really need it for the same reasons listed below.
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Leanne Paterson commented
We really need this in our business.
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Richard Meuris commented
As stated above, this is a key feature for doing businesses with larger companies. Please implement ASAP. It eliminates the possibility of using the reminder completely.
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Louise Turner commented
Absolutely critical to have this facility. We have the same issue as the OP.
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Hope Morgan commented
I agree with all the comments regarding reminder invoices. I need emails to go to specific people and not all the contacts as we send different amounts to different people in the same organization and not all people need to know other people's business.
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Emma Rosenblatt (Accounts) commented
We need the ability to select different emails for different things.
We sell to different departments in a company and each company in xero has its' own contact. Therefore we need to be able to send invoices to specific persons in each department e.g.
- Invoice xyz to Person A
- Invoice abc to Person B
- Invoice qwe to Person CWe also need the ability to send bills for a contact to a specific email, invoices to a different email and remittances to another email, and statements to another email again. Every department of our customers and clients require different email addresses for different things and they are super annoyed when we don't do this.
We would be able to do the simple admin side of things if XERO had more customization with contacts alone.
I understand there are many other areas that need improvement as well.
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Leanne Paterson commented
Xero needs to create an option to allow invoice reminders to include one address only. Our clients are complaining about multiple emails received due to reminders going out to all emails attached to their contact.
In our business we need to include all email contacts and do not wish to turn off invoice reminders.
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Neil Dayman commented
We also have this issue as our larger clients have different contact email addresses that deal with invoice processing and accounts payable. The invoice processing teams don't want to be bombarded with invoice chases for invoices that have already been processed and similary accounts payable don't want to be sent invoices. Surely Xero can seperate this functionality so both tasks can specify alternate email addresses.
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Luke McLeay commented
Invoice reminders - the "Send replies to..." option under invoice reminders needs to be customisable so that replies are sent to a chosen email address rather than the address of the person who setup the reminders. The existing email settings screen would seem like the logical place for these email addresses to be created it just needs a link between the invoice reminders feature (pick list) and this email settings section.
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Su Ling Foo commented
Our scenario is slightly different but nonetheless I'm adding to Jo Russell's idea because our requirement is also the "ability to change invoice reminder to different email address".
We sell to different departments in the client’s company and send invoices to specific persons in each department e.g.
- Invoice 123 to Person A
- Invoice 246 to Person B
- Invoice 789 to Person CWe would like invoice reminders to be sent to the person who received the original invoice instead of the primary contact. This article states that we can include other contacts as recipients (https://central.xero.com/s/article/How-invoice-reminders-work) but this doesn’t work for us because everyone will also receive invoice reminders meant for others.
We need a way to change the emails of recipients so that:
- Reminders for invoice 123 goes only to Person A
- Reminders for invoice 246 goes only to Person B
- Reminders for invoice 789 goes only to Person C