Settings and activity

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1. Sales Invoicing - Automate 'send me a copy' on invoices

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   submitted  ·  71 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Vanessa Wells commented  ·  12 August, 2024  ·  Edit…  ·  delete…

   Looking back on this thread - I am amazed that this has not been implemented. Come on, Xero.

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   Vanessa Wells supported this idea  ·  12 August, 2024

2. 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 Munro (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

   Vanessa Wells supported this idea  ·  12 August, 2024
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   Vanessa Wells commented  ·  12 August, 2024  ·  Edit…  ·  delete…

   Just now, I accidentally forgot to tick the box to send me a copy and shocked to find there is NO WAY to retrieve it. At the VERY LEAST the box to "send me a copy" should default to "ticked" and you have to actually untick it to NOT send. The consequences for not doing this need to be in the right order (ie not a big deal to get an extra email, a very big deal to lose all trace of it!). Frustrated!

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