Contact Person - Multiple Email Addresses for Different Purposes
Hello Xero Support,
I would like to suggest an enhancement to the customer contact feature for better management of email addresses. Many customers use different email addresses for specific purposes, such as one for receiving tax invoices and another for account statements. Currently, this creates an issue when using the "Send Statement" feature under the Sales Overview, as it can’t send statements to all customers at once when their default email address is designated for tax invoices only.
It would be helpful to have the option to nominate different email addresses for specific purposes (e.g., "Tax Invoice," "Account Statement," etc.) within the customer contact details. This way, users can ensure that tax invoices are sent to the correct address, and account statements go to the appropriate one, streamlining communication and preventing the need for manual email updates.
This functionality would improve the "Send Statement" feature, allowing users to send customer statements in bulk without the risk of sending them to the wrong email address.
Thank you for considering this suggestion!
Frank Fu
shared this idea
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
-
Anna Kalaykova
commented
Xero currently doesn't support multiple addresses for the same customer which creates issues when we raise invoices or send statements. We have multiple projects for the same contact with different email addresses for each of the projects so when we issue an invoice for project A it goes to all the emails associated with this account on Xero. The same applies to statements.
There should be an option under each contact to choose site/location address and a corresponding email address from the list of all email addresses.
Currently, the only option is to create a new contact for each project which is inefficient, time consuming and very frustrating.
With e-invoicing coming to play in 2029 I can see how this feature will become even more important.
-
Louise Henderson
commented
I was just saying to my boss yesterday that this would be great as some clients want invoices sent to one email address & statements sent to another email address & its painful to remove the wrong ones every time you need to send statements I have had 2 emails from clients this week as I forgot to remove the other email & I sent them to the wrong email addresses as I was flat out & forgot