Settings and activity

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1. Email Settings: Add a default CC email address to templates

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   19 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify. 

   We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing. 

   While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea. 

   For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact' 

   On the other hand, if you'd like to ensure you receive a copy of the email being sent make sure the 'Send myself a copy' option is checked beneath the email on the right of the send modal - This is a browser setting triggered by your last selection. So, should remain checked for the next invoice you send. 

   When you send emails from your Xero organisation, these are are sent from our email message service. If your customer replies using ‘Reply to’ from the email they’ve received, their reply will go to the ‘reply-to’ email address that has been set up in your email settings - There's been more discussion of this across in this idea. 

   Thought we appreciate this doesn't fully resolve the idea here, I hope my explanation above helps understanding and provides options for some of you here. We'll share if there are any further changes surrounding this, here. 

   Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify. 

   We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing. 

   While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea. 

   For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact' 

   On the other hand, if you'd like to ensure… more

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   Marc Paquin commented  ·  30 July, 2026  ·  Edit…  ·  delete…

   Using this feature because the quote link is not available via API. It's the only way I found to receive a ticket to a monitored mailbox that is not a personal account and parse the quote link to update deal records in my CRM. It doesn't look professional to cc a monitored email address, but it's been years since it is proposed as a feature to Xero and nothing was done.

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2. Xero Mail - Send as @company-name.com not message-service@post.xero.com

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   385 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.

   They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.

   For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.

   Marc Paquin supported this idea  ·  13 February, 2025
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   Marc Paquin commented  ·  13 February, 2025  ·  Edit…  ·  delete…

   I am surprised that this is not possible. I received recently confirmation from multiple clients that they did not receive a quote or invoice when I sent them via Xero. This is impacting our business and sales cycles.

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