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1. History & Notes - Xero Mail - Log of mail sent via Xero

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

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   Helen Walker commented  ·  08 August, 2023  ·  Edit…  ·  delete…

   As a work round you could set up an email address (e.g. quotes@yourcompany.com then send to it also, when you send out a quote. Not ideal but that's what we have done to have a trace of our invoices.

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   Helen Walker commented  ·  19 December, 2022  ·  Edit…  ·  delete…

   Whilst I do think Xero should be able to provide this service, another option, which we have instigated, is to set up an email address - for us it is: invoiceregister@company.com and we then added it to all contact details as an email address to be included when invoices are sent.

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   Helen Walker commented  ·  26 October, 2022  ·  Edit…  ·  delete…

   Occasionally you don't always want an invoice copy sent to yourself at the point of sending - for a number of reasons. However it is often important to retrieve a copy of the email sent at a later date. At the.moment it's impossible to do that and it's a feature that would be very useful to have.

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   Helen Walker supported this idea  ·  26 October, 2022