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  1. Contacts - Different default email addresses for different transactions in Xero

    313 votes

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    submitted  ·  136 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Derrick Cant commented  · 

    This feature needs to be implemented.
    Every contact needs to be customisable with different default email addresses for actions taken (eg remittance, PO, invoice, statements etc).

    Derrick Cant supported this idea  · 

  2. Customer Statement - Automated statements for contacts

    465 votes

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    114 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

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    Derrick Cant commented  · 

    There should be a field within the customer account which you can select to send statements or invoice reminders etc. We have customers with different requirements so to fully automate the process it would be great if each customer can be customised.

    Derrick Cant supported this idea  ·