Send
Problem
When sending Quotes and Invoices in Xero, users need a simple way to confirm who an email was sent to and keep a clear record of recipients within their email client.
Current behaviour
If “Send me a copy” is selected, the sender receives a copy of the email, but it does not clearly include all recipients. To check who the Quote or Invoice was sent to, the user has to go back into Xero history and look up the details there.
Suggested improvement
For both Quotes and Invoices, when “Send me a copy” is selected, include all original recipients in the copy sent to the sender.
Benefit
This would make email management much easier and more efficient. Users could instantly see in their own email client who received each Quote or Invoice, without needing to go back into Xero history. It would improve visibility, save time, and create a more intuitive workflow for tracking customer communications.
Patrick Baker
shared this idea
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