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Invoice reminders - Option to send copy to self

It would be useful if copies of invoice reminders could be sent to myself, so we have evidence of the detail of the reminder that was sent.

Also, if invoice reminders get a reply, such as the person no longer works at a company, if would be helpful if those responses could be directed to my email. Also would be useful if we could get Read receipts on them.

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Susan Hutchinson shared this idea  ·   ·  Report…  ·  Admin →
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  • Tristan Case commented  ·   ·  Report

    I fully concur with Susan Hutchinson's perspective. In situations where proof is necessary and to ensure our business is protected from a legal standpoint, it is essential that we have access to sent communications as well as any potential responses from clients or customers.

  • Pietrowicz David Ali commented  ·   ·  Report

    This would be a great feature, because we have also a sales department, which needs soemtimes the reminders to folow up, and push the customers. Also the finance department needs them to follow up. We have more than 500 customers, so that an adding of a cc or bcc contact brings a lot of efforts. So that it would be very helpfull to gnerate a general cc email, like for sending invoices.

  • Pablo Ruiz commented  ·   ·  Report

    This would certainly help especially when we have multiple entities for some clients and it is important to know which ones they are overdue on when we are auditing their accounts for outstanding bills.

  • Steve Ryan commented  ·   ·  Report

    Yes would love this feature - specifically, I'd like to be able to set a CC to myself for only some reminders > X days overdue...

    e.g. 7 days overdue - email only to the customer / 30 days overdue - email to customer and myself

  • BSD Acquisitions Ltd commented  ·   ·  Report

    This would be great. It would also serve as a reminder to myself that a customer has not paid. I would love to see this happen

  • Claire Perkins commented  ·   ·  Report

    100% agree this would be extremely useful. I don't really want to be adding my email address as an additional contact to every client, to be able to receive a copy of the invoice reminder email as proof of the invoice reminder being sent.

  • Nicole Neale commented  ·   ·  Report

    This is a critical feature. If you are not going to deliver on keeping a log of mail sent to customers, which in my opinion should be a legal requirement. At least give us the option to send these reminders to ourselves when sent to customers, so we have proof of what has been sent.

  • Wendy Stephenson-Webber commented  ·   ·  Report

    UPDATE: 23.06.23 - Just found out that getting copies of invoice reminders is still not available.

    XERO: This is something that is really important to me as I have multiple tasks within my role, not just finance, however for obvious reasons this is one of the most critical. Getting the reminders would support me greatly in making the phone calls I need to make. Thank you