Invoice - Ability to add BCC 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.
Hi everyone, as we continue to develop new invoicing I'm pleased to share that we have a team that are looking into the flow of sending invoice and adding the ability to cc and Bcc as part of this. While we don't have a timeframe as yet I'll be sure to keep you updated of any change for this, here.
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Kay Dimech commented
I think this feature is vital. Together with it, I also think Xero should add the option to send a copy to that person logged in, as well as other emails of choice (ex: say your manager for visibility or a general accounts email)
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Rachael Alexander commented
Vital - please action as soon as possible as I have been following this request from many Xero users for over a year now.
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John Chesters commented
People talk about the work around solutions and suggest that they are acceptable, but they require thousands of hours work continuously by all Xero users, whereas some 40,50,60 hours work by a programmer once only could solve the problem. As an ex Accountant turned Programmer I feel Xero has been developed by Programmers that know little about accounting guided by Accountants that know little about the abilities of software.
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Tony Engeham commented
Having multiple "To" addressees is not the same as having "CC". The "To" field contains the person, or persons, who are to action the email.
The "CC" field (carbon copy) indicates who should be aware that the email has been sent but are not expected to take action or reply to the email. Adding a "CC" recipient to an email may often be used as a mechanism to escalate the urgency of an email.
The "BCC" field (blind carbon copy) sends copies of the email without the other recipients of the email being aware. Often used for privacy reasons or to hide contact details, internal mailing lists and automated systems (we use this facility to archive the data to knowledge bases).
Email software will normally display the "to", "cc" and "bcc" fields differently.
The fields are sent differently over the Simple Mail Transfer Protocol (SMTP).
So telling your customers that you don't need "cc" because you can have multiple "to" recipients just demonstrates Xero's ignorance and the requirements of their customers.
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Jim Morris commented
Sorry but, No, I'm not going to send it to myself just so I can do more workaround rubbish to BCC it to other people.
I'm glad being able to add additional addresses into the To field solves the problem for some folks but, I do enough pointless, unpaid work without Xero's lack of basic functionality creating more for me.
To, CC and BCC are BASIC email functionality that ANY interface, that sends email, should have and have had for literal decades now.
Given the cost of subscriptions (that only ever go up!) shortcomings like this are simply unacceptable and need to be resolved. Please stop making excuses for companies like Xero to just duck shove a solution instead of earning the money they get paid in our (increased) subs.
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James Barkwith commented
I would have liked an extra field to be able to copy in the business owner too. I am doing invoicing for my wifes small business, as well as my own. I use my login to do her invoicing, and so therefore the built in 'bcc' to copy to yourself, ends up going to me, rather than to her. It would have been nice to add in another email address here, maybe one you can set in option somewhere and have a tick box to select, so when I do her invoicing, a copy of the invoice can go to her inbox - rather than only having the ability to go to mine. Yes, I can just copy her email address into the field which goes to the customer, but I sometimes forget and miss sending a copy to her. It would just be nice to be able to have the option to copy in the business owners email, regardless of who is doing the invoicing for them, rather than only having the ability to go to the login's email. If that makes sense.
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Rowan GAT Goss commented
Thinking about this more, for me, it is enough to add multiple emails, as TO, but I can see that others may place more importance on the subtle difference between the 3 classifications of recipients. I think over-automating things can also have a downside, if you want to BCC an invoice just send it yourself from Xero and then forward it to whoever from your own email client. Surely that's part of the job.
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Lisa Collis commented
This solution is to just add to the To: line. There is a distinct difference between To: and CC:
To: - is the person that is required to take action on the email
CC: - is to allow for other parties to know about the communication, without any responsibility for action.That might seem trivial, but it is important to a lot of people.
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Jim Morris commented
I'm stunned that such a basic function is not included in the invoice email interface. Come on Xero!
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Jongie Tabaco commented
adding CC and BCC, would be a great help.
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Richard Northrup commented
And to add BCC so we can link to third party review site.
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Marc Dowie commented
Any updates on this Xero?
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Bruce Wilson commented
Seems strange to me that this easy feature has not been implemented by Xero. Is there actually a reason?
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Leanne Clifton commented
This feature is needed to be able to use Trustpilots Automatic Invitations - please
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Lauren Williams commented
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!
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Kellie Galati commented
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.
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Steph Walsh commented
bcc would also be good
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Cambridge Alarms commented
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
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.
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Marc Dowie commented
Would it be possible to have this functionality added?