Invoice reminders - Allow selection of a specific, dedicated contact email address for different invoice reminders
The issue we have is that we may have different projects going on at the same time.
For eg. Client A has 2 projects at the same time.
Project A - Primary contact: Accounts@abc.com, cc: Mr. John
Project B - Primary contact: Accounts@abc.com, cc: Ms. Jane
We would like to set the reminders to be sent to Project A-Accounts & John, Project B-Accounts & Jane?
Currently it is sent to Accounts and John for both invoice reminders as John is set as to include in emails. It would be great if Xero has a function to be able to set the invoices recipients separately for each invoice instead of having to create a new set of contacts for each project in order to have reminders sent to the correct pool.
Jasmine Ochoco-Pluck
shared this idea
Thanks for bringing this idea to the community.
We understand the request to use different contact email addresses for different invoice reminder. Having the flexibility to send reminders to different recipients as an invoice becomes overdue could help support a wider range of collection workflows.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd use it.
