Settings and activity
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404 votes
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…
Emma Ranade
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An error occurred while saving the comment Emma Ranade
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8 votesEmma Ranade
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An error occurred while saving the comment Emma Ranade
commented
This would be great. Or at least an option to search expense claims by description/supplier.
This is really important as currently no way to report or search expense claims based on supplier.