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.
Jan McDonald
shared this idea
-
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.
-
Magda Kulbicka
commented
Please disable the auto-generating contact group function or at the very least do a lot more testing before implementation! It's sending emails with an incorrect recipient title because it remembers it from another invoice so the same recipient from my own team is being tagged by the name of another totally different client whose invoice he was previously copied on. Really bad look here!
-
Jessica Black
commented
Please Xero....add a separate field for statement emails! Majority of our customers request invoices are sent to a specified invoice email and statements are sent to a different statement email. We manually have to adjust the email addresses from a hardcopy list when issuing statements to make sure they're sent correctly.
-
Elizabeth George
commented
Yes! Jan McDonald... having the ability to send activity statements to a different email (compared to the invoice/default email for the contact) is a must for my business! Please make this change Xero. We have multiple customers asking for the monthly statements to be sent to their AP (accounts payable) departments yet the invoices to be to the primary contact (so they can approve the invoice). Please vote for this one to be in the new update!!
-
David Black
commented
This is a fundamental business need - really disappointed Xero does not do this out of the box & clients are having to request fundamental business accounting functions from premium accounting software
-
Joe Zammit
commented
Xero allows a user to have multiple sent-from email addresses in the preferences, and a good follow up feature based on this is to have a dropdown menu with the different email addresses when sending invoices and statements via email. This would increase efficiency as the user would not have to change the email address from the preferences sitewide and decrease any chance of mistakes.