Invoice reminders - Ability to change invoice reminder to different email address
Some larger companies with automated systems do not want reminders going to the same email address that the invoices go to. Doing this results in a duplicate invoice going into their system, which stops the payment going through as they then need to manually sort out what's going on. They have one email address for the invoice and another for reminders, to avoid that duplication.
Currently, we need to leave the email address on the contact, then turn off invoice reminders and make a note to manually send reminders.
Jo Russell
shared this idea
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Luke McLeay
commented
Invoice reminders - the "Send replies to..." option under invoice reminders needs to be customisable so that replies are sent to a chosen email address rather than the address of the person who setup the reminders. The existing email settings screen would seem like the logical place for these email addresses to be created it just needs a link between the invoice reminders feature (pick list) and this email settings section.
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Su Ling Foo
commented
Our scenario is slightly different but nonetheless I'm adding to Jo Russell's idea because our requirement is also the "ability to change invoice reminder to different email address".
We sell to different departments in the client’s company and send invoices to specific persons in each department e.g.
- Invoice 123 to Person A
- Invoice 246 to Person B
- Invoice 789 to Person CWe would like invoice reminders to be sent to the person who received the original invoice instead of the primary contact. This article states that we can include other contacts as recipients (https://central.xero.com/s/article/How-invoice-reminders-work) but this doesn’t work for us because everyone will also receive invoice reminders meant for others.
We need a way to change the emails of recipients so that:
- Reminders for invoice 123 goes only to Person A
- Reminders for invoice 246 goes only to Person B
- Reminders for invoice 789 goes only to Person C