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Invoices - Ability to send Invoices and statement to seperate email addresses

Some purchase contacts have requested that invoices be sent to an accounts email while statements are to be sent to a different email address, both of which are different from the person who is the actual primary contact. It would be advantageous for Xero to incorporate this to allow for the invoices and statements to be sent to the correct emails without the necessity of sending every document to the primary contact or to each other which is not required or desired.

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Jan McDonald shared this idea  ·   ·  Report…  ·  Admin →
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  • Hans Walzl commented  ·   ·  Report

    The one improvement we would like to see.

  • Jenny Romeril commented  ·   ·  Report

    We are getting more and more requests for different emails to be used for invoices/statements and general correspondence. Please give us more options for email address use, most companies have many emails for different uses and some are going to apps which deal with specific documents. Urgently required.

  • Datacat Network Cabling Ltd commented  ·   ·  Report

    Over a year on and this vital action is not possible. I have just been asked by our customer why she has to receive duplicate emails all the time and it's rather embarrassing to have to say 'we don't use SAGE' ... maybe we should?

  • Casey Crocker commented  ·   ·  Report

    we are being asked to send invoices, statements and remittance advices to different email addresses as our customers have an automated processing system for their invoices. The other documents are not being received by the appropriate person due to only being able to send to one email address for all documents. We shouldn't be having to manually enter the email address each time we need to send the Statement/invoices/quote. It's a waste of time and tedious when there are multiple customers needing it.

  • David Shea commented  ·   ·  Report

    this should offer different emails for all options
    eg quotes vs invoices

  • Calvin Karsten commented  ·   ·  Report

    Very critical for users! being able to allocate this info on the contact level so automated statements sending becomes super easy.

    Would think this is simple fundamentals for an accounting software your size.

    Please make it happen :)

  • Adam Formica commented  ·   ·  Report

    Think this would be very helpful to our organistaion as we have a number of project running for a number of clients who have different cc needs.

  • Gemma Indra commented  ·   ·  Report

    Xero .... if your customers have been asking for this for over 1 year... why haven't you implemented this yet???
    Just give us a drop-down box where we can select which email address we want to send the purchase order/remittance/invoice etc to !! Please :)

  • Dan Thomas commented  ·   ·  Report

    HAving just started using Xero, I am amazed that this isn't a standard function.. Every single customer has different people involved in the purchasing process and the ability to send only the correct information to the right person is imperative. Accounts do not want copies of all quotations.

  • Tania Spencer commented  ·   ·  Report

    This really needs to be sorted. We send PO's to suppliers to their sales team, but in order to be able to send remittances once invoices are paid, I need to include an email address for their accounts team. This means both sales and accounts departments get emails for both POs and remittance advice. There should be a tick box to send emails to specific contacts for specific purposes

  • Ruth Tonkin commented  ·   ·  Report

    Just had a client asking for this exact thing, as they have changed to an automated system for receiving invoices and statements. I had to go back to them and say sorry cant do this with xero.
    Hopefully we don't loose them as a customer due to this function not being available.

  • Chris Curlett commented  ·   ·  Report

    This is such a good idea Jan that XERO will ignore it!

    This is their normal way of responding to ideas that increase efficiency and are made by a user supported by many users!

    Typical of there condescending attitude.

    Good luck with this but do not expect much to happen!

    Chris Curlett

  • Sharlene Davies commented  ·   ·  Report

    we are being asked to send invoices, statements and remittance advices to different email addresses as our customers have an automated processing system for their invoices. The other documents are not being received by the appropriate person due to only being able to send to one email address for all documents.

  • Eliza Barwick commented  ·   ·  Report

    Yes, we need to be able to send POs to a sales emails at with our suppliers, and then the remittance advices to the accounts emails/departments. Our suppliers have requested this of us, and we have to remember which one to manually remove when sending these emails.

  • Margaret Murphy commented  ·   ·  Report

    I'm a relatively new user to Xero and am very surprised that the option to send tax invoices and statements to different email addresses is not available. Please can this fix be given priority. It's not efficient for us to have to manually change email addresses each month and there's always the risk of human error.

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