Settings and activity

4 results found

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

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   16 comments  ·  For small businesses » Settings & user roles  ·  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

   Erica Hanlon supported this idea  ·  11 November, 2024

2. Invoices - Apply Autopay to multiple invoices at once

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Erica Hanlon supported this idea  ·  11 November, 2024

3. Sales Invoice - Select and send multiple invoices on a single email

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   21 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, there isn't currently the ability to select and choose which invoices you'd like to bundle and send together. However, we recently released the ability to include an online statement link when sending Outstanding statements to your customer which may solve for some of the needs here.

   If you've set up Stripe as a payment service the customer can select and choose which invoices to pay from the online statement - Find out more in Xero Central.

   Erica Hanlon supported this idea  ·  11 November, 2024

4. Bills | NZ - Manually adjust GST for each line

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   submitted  ·  11 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Erica Hanlon commented  ·  14 October, 2024  ·  Edit…  ·  delete…

   Yes, very unprofessional to have a customer tells us our invoice is wrong and then not be able to correct the invoice properly. They will not accept any rounding!
   It's a basic that should not be an issue.

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