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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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    Richard Allen commented  · 

    I'm going to guess Xero aren't interested in adding this and the only way we can add automated invitations to Trustpilot when using Xero to invoice customers is by having a Trustilot paid subscription and another paid subscription for something like Zapier. Minimum cost is £275+vat per month. I guess bigger companies could swallow that but us small business owners can't.

    I have work-around for it that costs nothing.

    Trustpilot can integrate with any CRM/Invoice package using the BCC field on emails but as we know, Xero won't give it to us. So create a contact in Xero, call it whatever you like but I called it Trustpilot Review. Save your unique email address in the contact details and simply add it to every invoice you email to a customer. When you get the email box on the screen you can add any existing contact just by typing their name, type in Trustpilot in the address box and matching contacts come up. Just select your review contact amnd send.

    It's free and easy to do. And does it matter if the customer sees a Trustpilot invitiation? It's a good thing.

    Hope this helps someone.