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This is gettting absolutely critical now

I am continually asked to set up email addresses for a customer portal address to send invoices to.

Another manned email address is for queries and customer statements

My manual; 'written' (yes in this day and age!) list of emails to delete out of each customer communication is ever growing and it is getting beyond a joke now. This simple function should be automated especially for Statements

I have over 2500 customers to handle, it cannot continue as a manual process just for communication.

PLEASE XERO, this issue is not going away

YES, YES, YES - I'm in the same camp as you
ESP with AI reading invoices & statements this is quite time consuming .

Xero's entire email handling is problematic. We have overcome this limitation (and several others) by assigning a new, single, dedicated email address within our company's mailbox to every single entity within Xero. All Xero emails then, via outlook rules, get received and sorted in our mailbox. Using the distribution list function within outlook we then "cleanse" and forward on the invoice / purchase order / remittance etc. As much as this sounds like a lot of work and not suitable for everyone's customer list, it has turned out to be much, much more efficient than trying to achieve anything similar within Xero. Added to that, all emails sent to customers are now from our own Domain and we have the sent history.
Looking forward to our Accountant signing off on a move to a platform that actually does the customer handling side properly!

The original idea is not well explained, I opened a similar one under another heading but it was merged with another poorly explained one.

It's very simple. Outgoing emails for Invoices, Purchase orders, Quotes, Remittances etc, often go to different email addresses.

Adding several contacts and then removing the wrong ones as suggested it what I'm sure most people are already doing, but it's a bad solution.

Most obviously, because the initial info loaded is always wrong, sending emails for a purchase order to every contact in a company clearly is problematic: duplicate processing, replies stating the correct email etc.
It's always possible for the person to accuse just send the email as is and forget to remove every other email...

And that depends on them knowing which is the current email! What about staff who are given ability to send a PO but certainly aren't going to know all the correct contacts for every business?

The recent PO changes made this a lot worse by hiding many of the extra emails, this has been improved now I noticed yesterday, where all emails are displayed and can be removed with a x quickly.

The issue remains, and the solution is very clear. For each contact add a selection of check boxes for what type of emails they should be included on.
Either that, or list each type of email and allow allocation of contacts to each type.

This seems like you are talking about the email addresses you are sending invoices/quotes to...

Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

My idea was to be able to set separate "FROM" email addresses (in settings) for invoices/quotes so that when they reply it goes to the correct department as currently there is only 1 you can set as default.

Separate email address for Statements

the increase in AI is showing an increase in sending customer invoices to a portal email address, which does not handle anything other than pdf invoices

When sending a statement, Xero picks up the portal email address along with others and so consequently I have to manually edit the email address required for the statements to be sent to

I have over 700 customers statements to send out each month - my little piece of paper to remind me to change emails to a statement email address is getting longer and longer each month

Please can you provide a separate Statement email address box, just for statements please
Thank you !

When are you going to sort this - constant work arounds are time consuming.

Because of the manual nature of having to select the correct contact all the time for the different email types - remittances, receipts, invoices etc... - errors are often made which both annoys our customers/suppliers and delays us receiving payments which are vital for our business to succeed.

Could you PLEASE give us an eta of when you can update Xero to specify within the contact which email types each gets - your competitors do this as standard so why you don't implement this as a matter of urgency beats me

Hi, any update as to when this might be happening. Getting an increasing number of emails from different companies saying they now have 2 email addresses, one for invoices (automated) and one for statements. It feels unprofessional telling them we can only have one email address. We have too many customers to go and manually add/delete each month when sending the statements. You seem to have updated a lot of things lately that I don't find useful. This would be.

This would also be nice to have for purchase orders. Usually, different departments or individuals deal with invoices, quotes and purchase orders. Also, reminders need only go to finance department not to all on the mailing list. This would be great to set different emails for each.

Have an area under Financial Details when editing a customer to add in their specific Remittance email address that automatically populates when sending a remittance advice?
Currently have to manually go through the whole batch payment list to update to the correct remittance email addresses for companies that require remittances to go to a certain email address.
The email address can be added as a second contact, but there is no option when sending the remittances to select from multiple contacts either??

I would also like to know if this is possible as quotes are sent to a separate department to where invoices are sent.

Would love to be able to set a different email address for sending Quotes (info@) and Invoices (accounts@) so that queries are responded to more efficiently instead of having to forward the email query between different departments each time.

Merging a new idea in the purchase orders section into an old one under contacts make some sense - but it make it harder for the purchase order people to find and support the idea... how about LINK to this idea in the new article instead?

The ability to send statements to a different email address

We invoice the same cutomer for multiple services and each invoice will have a different contact. We would like to be able to set a contact per invoice and for xero not to defult to the customers main contact. We are unable to use the automatic invoice reminder function at the moment as invoices would not go to the correct contact.

Emailing POs to every email in the supplier contact details does not make sense.
We should be able to select emails for each supplier to connect to each type of document or email.
For some suppliers, one email may be used for all, for others, each email is for a different department. Remittences go to accountsreceivable@, Purchae Orders to orders@, bills to accountspayable@ - you get the idea.

The new layout have made this worse by making deleting all the existing emails harder, but let's fix the root problem... allow selecting a PO email for each suppliuer and using this as default, add others if desired.

Checkboxes for each email would work great on every view, with the options used for each type preselected each time.
This means:
Suppliers with one email only - just one email shows and selected
Suppliers with multiple emails - all available emails show in a list - last usage for that supplier PO is preselected at top, others show as optional.

Optionally - hide the other emails behind a '+ Add more emails' button
Alternatively - allow assigning email addresses in each supplier to specfic emails. ie. Each email can be ticked for which email types it should be used in.

Have separate fields for invoices and statements and only have that email address inserted when sending either one instead of having to delete the email addresses that are not required

@lorinotman Yes, so ridiculous that my idea has 731 votes so far.

Suggesting users “just include everyone and manually remove recipients each time” ignores how these workflows actually work.

Purchase orders, remittances, invoices, and statements are often sent in bulk, by different staff, and at speed. Expecting people to manually audit email lists every time is inefficient and increases the risk of sending the wrong document to the wrong department.

Suppliers don’t want remittances, AP doesn’t want POs, and users shouldn’t need to memorise who gets what. That’s exactly what defaults are for.

Good software removes repetitive decisions and reduces human error. Requiring manual fixes every time isn’t a workaround. It’s evidence of a missing feature.

Id like to know how I can see the top 75 ideas on the product ideas portal?
I don't think it would match the 75 items they have "delivered"

"Just dropped: The updates you asked for. We’ve delivered 75 of your top ideas this quarter to make Xero faster and easier to use every day."

I looked through the 75 updates and couldn't find a single one that will help me in any way - not one!

Yet, something we all desperately need, like assignable email addresses... we're still waiting.

Xero Customer Service. Aptly named.