Settings and activity
27 results found
-
66 votes
Alison Chaffey
supported this idea
·
-
22 votesAlison Chaffey
supported this idea
·
-
41 votesAlison Chaffey
supported this idea
·
-
49 votesAlison Chaffey
supported this idea
·
-
416 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 Alison Chaffey
supported this idea
·
-
409 votes
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.
Alison Chaffey
supported this idea
·
-
89 votesAlison Chaffey
supported this idea
·
Please add in a filter or a new section to the 'History and notes' showing the emails sent from the system. Sometimes we customise the email content when chasing payments and I want better visibility of what's been said to customers. This would also highlight the amount of activity and time spent on accounts receivable.
I want to be able to see:
Contact
Recipient Email Address
Sender
Email Subject
Email Body
Sent Date & Time