Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address
Currently, when a client clicks on "Ask a question" when viewing their invoice. This message is sent to the staff members personal email that created the contact in Xero rather than the delegated email address the organisation has selected in Email settings.
What if the staff member no longer works at the company or these emails are being missed as they are not sent to the organisations delegated email?
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Hannah Gulliford commented
Can this be changed or amended yet?
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Adam Lawrence commented
Super important. Why is this set to a different Email address than the REPLY function?? So stupid.
This would make things much better.
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Julia Rebhan commented
Agree with this. It doesn't make sense for the settings for this to be different to the email settings for the invoice for the delegated email. I'm a bookkeeper and I send invoices on behalf of my clients, so these messages are now coming to my practice inbox rather than going to the client. It's like Xero never thought of how bookkeepers in practice actually work!
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Denise Bannister commented
This is a fundamental error in the design of xero. Not all businesses have email addresses for their staff. I do not have a business email address, so use my personal email address to log into xero. Surely it is a breach of data protection rules when customer information is sent to a personal email address. Xero need to sort this as a matter of urgency. It also happens when a customer accepts a quote.
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Jenny Gimony commented
Can we set up 'Ask a question' as optional? So we can customise before sending an invoice 1. Remove that button or 2. Nominate an email address when a customer ask a question
We hope Xero considers this update. Thanks
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Neha Chaudhary commented
Is there a way to change the email address where customer "Ask a question" goes or it will go to person who created invoice?
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Joy Brooks commented
Totally agree. Having these sent to the person who created the invoice is ridiculous. I have missed a message for a client's customer from 2 wks ago as it went to my personal email spam folder.
I do not want my personal email associated with multiple clients in any way - please remove this feature or send the message to the designated email for the organisation.