Sales Invoicing - Automate 'send me a copy' on invoices
Automate 'send me a copy' on invoices.
Have the option to automatically select 'send me a copy' ticked when creating invoices/repeating invoices.
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glo customer service commented
This would be handy so that Xero invoices into my inbox can be relied upon to trigger an automation.
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Dennis Erwin commented
It is absolutely ridiculous that you took this option away from us (your paying clients). We CFOs absolutely rely on the ability to monitor whether our invoices are being opened. I realize I can do it manually, but that is silly. We bulk-send invoices and now I have to individually touch each one. PLEASE RESTORE THIS SETTING ASAP!
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Richard Travers commented
Xero, your users have been complaining about this omission from the New Invoicing for 8 months. Do you read these? Do you care? Can you at least explain the logic of omitting this option?
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Amanda James commented
Please do this
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Pat Wilkinson commented
Essential, please implement.
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Gary Jones commented
I have had queries from clients on the issue of not being able to select attach a PDF on invoices, they seem to have to select this every time. The old invoicing when you had selected to attach a PDF , the system remembered
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Vanessa Wells commented
Looking back on this thread - I am amazed that this has not been implemented. Come on, Xero.
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karen dickie commented
Please automate the 'send me a copy' on invoices. This feature was really helpful. I don't want to remember to tick it on every time.
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Western Sheds commented
How do we get you to pay attention to this needed change? I thought progression meant implementing better functionality not removing it.
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Brooke Gowen commented
This is a an urgent fix for the new invoicing. I hope it's sorted before the old invoicing is retired. I don't understand why it's not included in the first place.
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Jack McKenzie commented
Send me a copy when automated should also automatically include any attachments that are going with the invoice to the customer.
A few other things seemed more clumsy with extra clicks required as well compared to classic.
E.g. the date selection required more clicks, And I think saving and viewing the invoice PDF which I always do before sending wasn't as straightforward. Same as adding and viewing other attachments.
I've also switched back to Classic Invoicing for this reason. And I am not looking forward to the new system unless it is better with less clicks required.
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Sylvia @ Easy-Fit Wardrobes commented
Xero's "New Invoicing" is a classic example of software developers working in isolation, without conferring with actual users.
I can't see any actual improvement on the current invoicing. On the contrary, it's so much more cumbersome.
But to actually take away an essential feature!?
I've gone back to the old invoicing and hope and pray that they reconsider retiring it in September. -
Lance Reyland commented
It's great to have proof of having sent the invoice in a dispute. This request is essential for the trail to prove to a tribunal that the invoice has been sent on a particular day.
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Emma McCarthy commented
On the old settings we could automatically tick the box to send me a copy - why on earth do you think we don't need it anymore - it's essential? How else can I find it in my inbox?
Please reinstate as soon as possible. -
Sarah Grafas commented
Please automate the 'send me a copy' on invoices. This feature was really helpful. I don't want to remember to tick it on every time either.
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Charlotte Lincoln commented
It's still available in classic invoicing .....
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David McKenzie commented
For me, it seems to default to on for some clients, and off for others. But I can't see anywhere to configure this, or I'd certainly switch it on for all.
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Finance Dept commented
Absolutely!
Why remove something that is really useful..
Usual Xero process I'm sad to say -
tom holdich commented
yes please! I too have just been caught out by an invoice mysteriously not reaching a customer (or so he says!) and I couldn't prove that the invoice had been sent...
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Peter Ricciardiello commented
Added my vote and also sharing my frustration over losing that feature when being pushed to use the "NEW" invoice entry page.
In my case, I use this option to ENSURE the Xero email system is working properly and that if I receive the invoice via email, so did my customers.
edit: just noticed it has been over a year since this "idea" was listed. Wow...