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  1. Invoice Reminders - CC/BCC on outgoing emails

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    32 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.

    For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.

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    Rebecca Whiteman commented  · 

    This should have been implemented now it is a simple addition from a development point of view and would make a significant improvement for its users.

    There is a legal perspective that Xero are missing here.... that is, if a company has to pursue legal channels to escalate the unpaid debt then they will need evidence that attempts to remind the customer that a payment is due were sent. Users are unable to print anything from within Xero to prove that the reminder emails were sent other than a screenshot of the awaiting payment screen.

    If there was the option to cc the reminders the company would be able to print a copy of the reminder emails that were sent and use in their chronology of events.

    Please look at implementing this Xero.

    Rebecca Whiteman supported this idea  ·