Settings and activity

7 results found

1. Email template | Sales invoice - Ability to remove due date

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   submitted  ·  5 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Christopher Williamson supported this idea  ·  14 April, 2025

2. Organisation Settings: Email Templates - Add a default CC email address

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   15 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

   Christopher Williamson supported this idea  ·  14 April, 2025

3. Invoice - Ability to link an email template to an invoice branding theme

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   submitted  ·  14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Christopher Williamson supported this idea  ·  14 April, 2025

4. Contacts - Ability to set a default email template

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   10 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme. 

   This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here 

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   Christopher Williamson commented  ·  14 April, 2025  ·  Edit…  ·  delete…

   it's not possible to set up a default email template.....why not - it's not difficult - if you can do it with the invoice branding, why not with the email template - surelyit isn't that difficult

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5. Email Template for Payslips

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   1 comment  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Christopher Williamson supported this idea  ·  14 April, 2025

6. Email template - Fully customise

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Christopher Williamson supported this idea  ·  14 April, 2025

7. eInvoicing - Ability to use for non VAT registered businesses

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Christopher Williamson commented  ·  22 February, 2025  ·  Edit…  ·  delete…

   Why no answer from Xero, I wonder?
   Why no explanation as why they HAD to make it for VAT-registered-only companies?

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