Settings and activity
4 results found
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57 votes
Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
Rachel Conroy
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2 votes
Hi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
Rachel Conroy
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597 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Rachel Conroy
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66 votesRachel Conroy
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It would be great in settings (Settings, email, templates, sales invoice) to add the same BCC for our CRM, if it is added to the contact it can be seen by customer and not compliant with GDPR, plus it would take ages to add to every customer record.
The invoice update means we can now BCC from each invoice, but I have to copy and paste each invoice which is very time consuming.