Invoices - Set 'copy to' same as 'reply to' email address
I have multiple clients for whom I perform varying tasks. I log in and work on their accounts with my practice email.
When sending invoices on clients' behalf, or paying bills to clients' suppliers, the copy invoice or remittance advice goes to my practice email as I am the logged in user. The person/company who needs this copy is my client (whose email is the 'reply to').
At present I have to then log into my emails and forward the copies to my clients manually, (as filters get confused) and ensuring it is the correct client if I have been working on several clients. It is not an efficient process and also means any actual emails from me to my client can be easily overlooked.
Jo Gallagher
shared this idea
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Kate Taylor
commented
Agreed. I should be able to set the 'send me a copy' email address the same way I can choose the 'reply to' email address for each organisation I'm logged into.
I send invoices etc for a number of organisations. I don't want a copy of their invoices etc sent to my personal email address-nor do the owners of those businesses.
Xero has previously offered a work around of manually typing in the relevant email address into the cc or bcc field each time I send an invoice or receipt or adding the email address into thousands of existing contacts within each organisation - neither options are a viable solution.