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Invoice - Ability to add cc field when sending invoices

It would be useful to have a cc and bcc field when sending invoices so that either the business owner or another individual could receive a copy of the invoice when it is sent. This functionality is available in QuickBooks.

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Tamsin Virgo shared this idea  ·   ·  Report…  ·  Admin →
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  • Jim Morris commented  ·   ·  Report

    I'm stunned that such a basic function is not included in the invoice email interface. Come on Xero!

  • Bruce Wilson commented  ·   ·  Report

    Seems strange to me that this easy feature has not been implemented by Xero. Is there actually a reason?

  • Leanne Clifton commented  ·   ·  Report

    This feature is needed to be able to use Trustpilots Automatic Invitations - please

  • Lauren Williams commented  ·   ·  Report

    Adding cc and Bcc to invoice sending email options would be a very important feature. This may not be the most elegant solution but a simple, timely fix could be for Xero to include a manual entry, comma separated field to the invoice email prompt to allow for cc and bcc that users could fill in. With the new "Notes" feature in Contacts view it would be quite easy to summarize exactly who needs to be cc'd and then just need to copy/paste that info into the manual entry box? Just a thought Xero - please can you take a look. Thanks!

  • Kellie Galati commented  ·   ·  Report

    I'm not sure I am on the right path. I recently added more people to the contact and that way when sending purchase orders etc their names are all there. If there are some I don't need I just delete from the line before I hit send. Or even add another person.

  • Cambridge Alarms commented  ·   ·  Report

    We are desperate for this function. Please please adds this. I can see multiple threads on the forum where other users have been asking for it for years. Come on XERO!!!!
    We have been using the CC global feature in Quickbooks to generate auto Trustpilot invites. It worked excellently until we switched over here. Lack of this function will unfortunately be a deal breaker for us.

  • Shirani Wethasinghe commented  ·   ·  Report

    Hi this is very important for our business too. The Financial controller of some of our biggest customer wants the Invoice only "cc" to certain members of the team. Please make this happen, just thinking it should be a basic feature.

  • Marc Dowie commented  ·   ·  Report

    Would it be possible to have this functionality added?

  • Lisa Collis commented  ·   ·  Report

    This would be really good as a lot of our clients like to you send the invoice to their accounts team and then CC in the project manager.