E-mail template for W9 request
I would like an e-mail that could be sent directly from XERO requesting the the W9.
2
votes
Connie Brown
shared this idea
Hi community, with a recent update we've made you can now link your email client within the W-9 modal in both Contacts and 1099 in Xero. There is also an email template provided which you can edit the contents of to suit your business. 🙂 See more on this in Xero Central.