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69 votes
Moving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊
We're not too far off with this work and I'll continue to keep you updated on news for this, here!
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Lauren Williams
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78 votesLauren Williams
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3 votes
Hi Lauren, in the way Xero works a bill is only generated/created from a repeat template based on the date that aligns with the frequency of the template.
Once a bill has been generated from the template it will then be visible in the relevant tab of the bills list (depending on the status set in the template)
You may have heard of Xero analytics, which includes Short term cashflows and we have an idea to include repeat transactions in this represented across here that I can merge your idea with if you feel also represents what you're in need of?
Lauren Williams
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Adding cc and Bcc to invoice sending email options would be a very important feature. This may not be the most elegant solution but a simple, timely fix could be for Xero to include a manual entry, comma separated field to the invoice email prompt to allow for cc and bcc that users could fill in. With the new "Notes" feature in Contacts view it would be quite easy to summarize exactly who needs to be cc'd and then just need to copy/paste that info into the manual entry box? Just a thought Xero - please can you take a look. Thanks!