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This has been pending for some time. When will it be resolved?
Require this urgently!

Absolutely must be able to know what information has been sent to customers. No good having a copy sent to the private email of the staff member who sent the email. As a work around we need to be able to select our business email address to send a copy to and this needs to happen automatically rather than needing to select it manually each time.

Please add a Xero report or log that provides the details of all emails sent out via Xero.

This should include invoices and statements sent manually by users, as well as invoice reminders.

The History and Notes report contains some of these details, but does not have sufficiently nuanced filters to isolate email history from the other entries. Also there is no ability to save a custom report with pre-set filters.

Today is 13-10-2024, and we still have no solution.

I have to say, Dave’s comment really hit the nail on the head: "You could at least warn us that any messages sent by email will be immediately destroyed because that's not something a normal person would expect to happen." That’s exactly the situation we’re dealing with here—and it’s incredibly frustrating.

On top of that, having multiple businesses, each with its own logo, invoice template, and email, is perfectly fine. But why not let users assign an email per template? For example, when I use invoice template #1, email template #1 should be used, and when I switch to invoice template #2, email template #2 should be sent. Right now, we’re stuck with just one email selection, meaning we have to manually change the email every time before using a different invoice template. Seriously? This is basic functionality.

We’re in the age of AI—AI could write this code for you right now! It’s beyond frustrating that this hasn’t been resolved yet. Could we please see some positive action to address this issue?

this is ridiculous. so, not only can we not see what we sent to people in the past from within xero, we cant automatically get a copy of what was sent in order to work around the issue. this has huge regulatory and compliance issues. add onto this the *STILL* refusal to allow recurring invoices to have their prices updated globally if the price of an item changes, and the idiotic decision to have the customer name as the primary key for the database (got 2 customers called John Smith?? ooh, no, that would never happen would it??), and the lack of connectors to 365 for invoice generation and I'm done with xero - i'm leaving.

If it's not possible to have our emails appear in our Sent Items in our email programs, could you at least provide us with the ability to set our outgoing emails to 'send me a copy' as a default setting?

please do this asap.

Hi Xero,

As others have said, this feature really MUST be added as a matter of absolute priority.

This is a MAJOR gap in your software where something as business critical as billing and client communication is not recorded or retrievable in any way what so ever. It is really hard to believe this is a thing.

Please please please correct this programming oversight.

Thank you.

Ridiculous this is not an included feature.

Can't believe this hasn't yet been added/amended as a feature to help ensure we can access everything generated by Xero.
Please do it asap.

Yes, I'm referring to the cover notes that accompany individual invoices. When I send an invoice, I click 'email' in your classic template. An automated message then appears. ("Hi, Here's invoice INV-2964 for xxxx NZD etc). I always customise this note for each client. And sometimes I share important information e.g. "this invoice is now overdue, please check etc." But Xero does not keep a copy of my notes. So it is very frustrating if a client later claims they never received a warning about an overdue invoice. I have no way of proving the warning was contained in the notes section accompanying the invoice.

amazing that this isn't possible! definatly a very much needed basic thing

The history option is very useful when reviewing my invoices to clients. But Xero does not include notes in the history options. This means any comment I make when sending an invoice is lost from my system. Please extend invoice history to include notes.

Just now, I accidentally forgot to tick the box to send me a copy and shocked to find there is NO WAY to retrieve it. At the VERY LEAST the box to "send me a copy" should default to "ticked" and you have to actually untick it to NOT send. The consequences for not doing this need to be in the right order (ie not a big deal to get an extra email, a very big deal to lose all trace of it!). Frustrated!

Needed for records & litigation!

So... had a deadline to meet getting a quote to a customer. Made the deadline but customer refused to acknowledge it because it was accidentally deleted their end and I couldn't prove what email address it was sent to, only when.

The "Preview" option isn't good enough because it depends on the current settings of the branding theme.

If I change some text for my next invoice then the preview of all previous invoices changes too.

I'm with Hayden King. This is enough to make me switch to another provider. How can you not keep a copy of what was really sent?

I know I can email myself a copy, but the whole point of Xero is to be the one place I keep all my accounting information.

To share the real invoice with my accountant, am I supposed to cc myself, then download the PDF from my email, then attach it back to the transaction once it comes through my bank feed?

That seems just a little convoluted!

Hi, have to agree that this is a big downfall as many customers will " loose" Invoices and ask when it was sent etc,etc...so nice to be able to forward the actual email containing the Invoice PDF to prove times and date..!

Also would like to add that a delivery note is essential and should be able to be produced before the raising of any Invoice!

Very important

Surely it is not that difficult to save a log of the email and its contents, plus a copy of the statement. It's ridiculous that copies have to be saved outside of the software or send the email to yourself!
There appear to be some fundamental improvements that Xero could be making in various areas and they are just ignoring the users wishes