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1,291 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Mel Allen
supported this idea
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An error occurred while saving the comment -
405 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…
An error occurred while saving the comment Mel Allen
commented
I'm often not sure who I have sent an invoice to by email, so if I needed to include someone I forgot to include - I could check this and then send it again. Having the ability to link xero to my email client to sync data would also be good, then I could just go to my sent items to check if it copied it across for me.
Mel Allen
supported this idea
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I have xero integrated with my capsule crm and would like for xero to have the multiple addresses, so it can sync correctly when identifying and updating. At present my CRM allows for multiple addresses for a customer, but xero just creates new contacts so I end up with many of the same name.