Invoice Template - Email address field on invoice template
On the invoice template a mandatory field to be completed of the business email address. Majority on Xero invoices sent don't have an email address which makes it difficult to contact the business via email.
Hi Sue, coming back round to the idea here, do you mind giving a bit more detail of what you would like to occur to improve your workflow here? Would it be to require a contact to have an email as a mandatory field?
@Lan we have a separate idea for being able to insert additional people placeholders that you may like to join.
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Sue Packer commented
Hi Kelly - I am referring to the invoice which a business creates. When setting up the template they aren't prompted what information to include in the contact details field eg phone number, email address. Therefore small business are emailing invoices directly from Xero without contact details. Have had to google the business for email etc. Which can be difficult for a sole trader. I believe it would be beneficial for these details to be highlighted to included when setting up an invoice template
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Andrew Syme commented
Hi Kelly,
I believe the idea relates to the ORGANISATIONS email address - Not the Contacts. -
Lan Perera commented
We list the customer's email addresses on the invoice PDF. At the moment, with the custom docx invoice template, we could only add one main email address. We require all the email addresses stored in the customer's contact details to be listed on the invoice. This should be easy to do as the fields and data are already there in Xero.