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It would be extremely useful to have the option to set a default CC and/or BCC email address for all sales invoice emails.

We need every invoice sent to a client to be copied to our company's central invoicing mailbox for internal record-keeping. At present, I have to manually enter the same CC address every time I send an invoice.

Adding our internal invoicing address as an additional contact on every client record isn't an appropriate workaround, as it isn't a client contact and we specifically need it to appear in the CC field rather than as a recipient.

Ideally, Xero would allow a default CC/BCC address to be saved within the invoice email settings or template, while still allowing it to be removed or changed for an individual invoice before sending.

This would be a small feature but a significant time-saver for businesses that routinely copy invoice communications to a central accounts or invoicing mailbox.

Send myself a copy does NOT show the email address / addresses that it has been sent to.
This is a critical issue with regards to visibility.
There is no cc or bcc field when emailing invoices.
Can we expect a fix for this?

Thank you for the update and clarification on the existing workarounds.

While adding additional contact people and manually entering CC/BCC recipients may help in some situations, it doesn't address the core requirement for many businesses: the ability to define default CC or BCC recipients directly within email templates.

This functionality is particularly important for several reasons:

CRM and workflow automation: Many organisations rely on shared inboxes or CRM platforms to automatically capture customer communications. When quotes, invoices, statements or payment reminders are sent from Xero, a default CC/BCC address ensures these communications are automatically recorded against the customer record without requiring user intervention.

Accounts receivable and debt recovery processes: Businesses need a reliable audit trail of all communications issued in relation to unpaid invoices. A default BCC address provides an independent record of invoices, statements and payment reminders that have been sent, helping support internal collections processes and external debt recovery actions.

Legal and compliance evidence: In Australia, businesses are often required to demonstrate that invoices, reminders and other notices were issued before escalating payment enforcement activities. Retaining copies of all outbound communications can form an important part of the evidence used in debt recovery proceedings and related legal matters.

Risk reduction: Relying on users to manually enter CC/BCC recipients each time increases the likelihood of missed records and inconsistent processes. Template-level defaults would ensure communications are captured consistently across the entire organisation.

Industry standard functionality: Most major accounting platforms already provide the ability to configure default CC and/or BCC addresses on outgoing customer communications. This capability has become a standard business requirement rather than an advanced feature.

While the new send modal is a welcome improvement, the current solution still relies on manual user action every time an email is sent. The ability to configure default CC/BCC recipients at the template level would provide a scalable, auditable and compliant solution for businesses that depend on consistent communication records.

I would strongly encourage Xero to consider this as a workflow, compliance and auditability feature rather than simply an email convenience feature.

Using this feature because the quote link is not available via API. It's the only way I found to receive a ticket to a monitored mailbox that is not a personal account and parse the quote link to update deal records in my CRM. It doesn't look professional to cc a monitored email address, but it's been years since it is proposed as a feature to Xero and nothing was done.

This feature would make life so much simpler. I'm constantly adding a cc to one of my client's invoices!
Andy

Does this feature available yet?

We are a small business and I do the bookkeeping and always cc- the owner. I don't want to have to add the owner's email address to every single customer.

As he is a Xero user, it would be handy if I start typing his email in the cc box, and it drops down as an option and I don't have to type the full email address everytime.

Would be great if, to start with, it lets you choose from both listed contacts and internal users.

would be great if can we separate the email by , or ; ... instead of copy the email address 1 by1 and press enter to insert a new email. its wasting a lot of time. as we can just copy a bunch of email and paste to cc column
eg: xx@gmail.com, bb@gmail.com, dd@gmail.com

also please allow us to input cc & bcc when we select a few inv for email

It would be good if clients could always have their own admin email in the cc area or another email address when issuing and sending invoices.

It would be great in settings (Settings, email, templates, sales invoice) to add the same BCC for our CRM, if it is added to the contact it can be seen by customer and not compliant with GDPR, plus it would take ages to add to every customer record.
The invoice update means we can now BCC from each invoice, but I have to copy and paste each invoice which is very time consuming.

Add cc/bcc field to the OoA email when sending. Better: ability to have it pre-populated with a cc/bcc address. Allow sending to alternate email account, including a CRM.

This will give everyone more visibility. It’s an issue for us and our customers right now and is delaying payments.

We get CONSTANT complaints from customers about this.

Thanks

In our invoice reminders we have to give notice to a customer that if they don't pay their goods will be disposed of. So we would really like a copy of that invoice reminder so that we can have proof they were given notice.

This would be useful on quotes aswell so that any quote emails sent from Xero can be automatically logged to Capsule CRM

This would be really valuable for us when sending out invoices directly from Xero. To have a dropdown box allowing us to select which email address the invoice comes out from would be really key.

When is Xero going to implement this most basic of features?
I just need a default BCC when sending our purchase orders. This isn't rocket science.

Hi,
Currently when a client approves a Quote, the Xero confirmation email goes through to just one of our email addresses.

I am wondering whether I can add another receiver from our organisation, so that another manager is receiving the same information?

Get the option to ensure quotes get sent and the other email addresses do not get BCC'd but instead CC'd. This feature is available on invoicing but not on quotes.

Or perhaps ensure there is an option under the quotes email template that we can choose between CC and BCC.

I use the 'email payslips' and 'email pension letters' functions in Xero but I have a client who I would like to migrate to Xero who requires payroll@ to be copied on ALL payroll related emails

I do this in the existing software by inputting each employees email address as " private email; payroll@..." which gave aperfect solution as anything being emailed to an employee automatically is copied all required parties

In Xero the [safety checks] email address cannot be accepted as it isn't one true email address

Is there an way in Xero to cc myself or a selected email address on the emails sent from Xero by me team?

ability to add a bcc email address would be good or indeed the the ability to be able to change who a copy goes to - at the moment there is only the option to send it to the logged in user - it would be good to be able to send the copy to the team rather than the me