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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Trent Newton commented
We, really need this! It would save us some much time instead of manually copying and pasting email addresses one by one before send!
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Rachel Rimene commented
Totally agree. We have the same problem, and it would be nice to take the stress out of having to send to multiple when they don't require it. This would be a handy feature not only for the business i work for but our own personal business also.
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Chris Curlett commented
Come on XERO prove to us users that you CAN do something that we need.
It is time to stop talking and start performing.
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Maria Li Volti commented
Totally agree with having the ability to send invoices, Purchase orders and statements to different emails.
One of my clients is a shop fitter and we send emails to their sales team which have a different email to the accounts department. Hence at the moment we are sending invoices & PO to both emails address. It would be great if this could be split so only the appropriate department received email. -
Nancy May commented
We're desperate for the ability to email different email addresses for Purchase Orders, Invoices and Remittances to the different departments in a company. Sales want our PO's, Accounts want our Statements, Purchasing want our invoices, Credit departments want our Remittances. The ability to not be able to allocate a task to an email in Xero would kick Xero out of the park for us!
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Michelle Merrigan commented
I asked Xero for this function YEARS ago. We have been using Xero since 2012..... hopefully they do something.
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Alice O'Sullivan commented
Most of my customers require this. It's an essential part of doing business today.
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Sian Fredericks commented
Agreed, many of our clients have separate email addresses for invoices, statements and queries. It would be extremely helpful to be able to set them up in xero rather than having to manually resend individual statements to separate address each month
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Chris Curlett commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go
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Kellie White commented
We need a function to seperate the contacts when sending invoices & statements. Whether it be drop down selection OR ANYTHING! We have clients sales/marketing staff receiving invoicing, but of course do NOT need to receive the statements too!..... THIS REALLY NEEDS TO IMPLEMENTED XERO. We pay alot of money for your subscription each month, this is a standard option on many other accounting platforms.
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Chris Curlett commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go
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Wendy Tate MAAT AATQB FIAB MIAAP commented
How many votes to get this done? Xero will lose some of it's larger subscribers without this ability being implemented. Fingers crossed the team get to this sooner rather than later.
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Chris Curlett commented
This is very essential to the smoth running of the business
ALSO when setting up the email address in "Contacts' we should be able to show the recipients' ROLE in the organization to which the email address is being sent ie
Accounts [NAME] [EMAIL ADDRESS]
Dispatch [NAME] [EMAIL ADDRESS]
etcThis will make it easer for the sender ID to whom the email is to go.
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Gemma Carrick commented
We use ApprovalMax for our site team members to raise PO's on and without this function we have issues where our site guys are sending PO's to all email addresses linked to our suppliers (doubled up PO's, confusion etc..)
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RadPro Accounts commented
It’s a real pain not having this basic ability. The suggested workaround is just as bad as not having the feature at all.
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Chris Daniel commented
I know from forum posts that many people, including me, have been wanting this for years.
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Lynn Rogerson commented
I have a number of customers that require Statements to be sent via a separate email address. This would enable the process to remain easy and not have to go through and manually divert.
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Alice B commented
Many of our customers have separate emails for Invoicing, and Statements, and Account Queries etc etc. So it would be good if we could enter these in their respective areas and Xero automated this depending on what type of email we were sending, or at the very least if a Customer had multiple contact records it would show a dropdown option to choose the correct one.
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Andy Brewood commented
We deal with a lot of companies where the primary contact address is different to the invoicing address is different to the statement address.. and sending statements for 400+ clients with o/s balances and having to change the contact on many of them is a real chore... Xero need to get with the times of automation and time saving, or people are going to look elsewhere.
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Alice O'Sullivan commented
This is essential as 90% of our customers require statements to be sent to a different email address to the invoice. Having to go though and manually change this and not having these email addresses in the system is time consuming and inefficent.