Settings and activity
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Jaz Brown
commented
I send quotations and invoices from my Xero account, my admin staff also have a Xero account but haven't the same access as my account.
When someone accepts / declines a quote it comes to my email address rather than the selected 'Reply To' email address.
As I have staff who deal with things on my behalf it would make sense to have the option to send all accepted / declined quote emails to one email address, regardless of who created the quote.
Otherwise for example -
John Smith Quote - Created by myself (Jaz)
He replies to the quote with some dates to avoid for the works and accepts it.
His message would go to office admin email which is the reply to email address but I would also get a notification that he had accepted to my own email address.
This then makes it difficult to keep track of who is dealing with it, somethings are then duplicated etc.
So having one email for everything would be helpful so more than one person isn't trying to deal with the same enquiry.
Jaz Brown
supported this idea
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Also having the same issue, not being able to add a customized packing slip. For now I have created a custom packing slip (as a customized invoice template) and made the document have two pages.
So the first page is the standard invoice for the customer to see and then page 2 is the packing / delivery slip which is for my employees / delivery drivers.
When I create the invoice I can then send it to the customer and they will see their invoice as normal and I can also print the packing slip by just selecting page 2 when printing. I think this is a work around for now if anyone else is having the same issue but hopefully Xero will work on this!