Settings and activity
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419 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…
Iain Elder
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7 votesIain Elder
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77 votes
Thanks for your recent comments, and for continuing to support this idea, everyone. We appreciate the passion here, and I’m sorry it’s taken a while to return with another update.
Since our last post, we’ve made progress with passkey authentication through mobile access. Looking ahead, we also intend to explore desktop passkeys later this year.
When this work does get picked up, Yubikey passkeys will be considered, however we can’t confirm at this stage whether they’ll definitely be included. As soon as we have more concrete news to share, we’ll update you on this thread.
An error occurred while saving the comment Iain Elder
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Just started using Xero.
Every time I log in it wants me to set up MFA.
Yubikey is my preferred option here.
Iain Elder
supported this idea
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The "Preview" option isn't good enough because it depends on the current settings of the branding theme.
If I change some text for my next invoice then the preview of all previous invoices changes too.
I'm with Hayden King. This is enough to make me switch to another provider. How can you not keep a copy of what was really sent?
I know I can email myself a copy, but the whole point of Xero is to be the one place I keep all my accounting information.
To share the real invoice with my accountant, am I supposed to cc myself, then download the PDF from my email, then attach it back to the transaction once it comes through my bank feed?
That seems just a little convoluted!