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  1. New Invoicing | Send - Copy & paste multiple emails into the To field

    24 votes

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Sze Teng Lee commented  · 

    1. would be great if can we separate the email by , or ; ... instead of copy the email address 1 by1 and press enter to insert a new email. its wasting a lot of time. as we can just copy a bunch of email and paste to cc column
    eg: xx@gmail.com, bb@gmail.com, dd@gmail.com
    as i have tried to do it, but it just didnt work (attached with screenshot)

    2. also please allow us to input cc & bcc when we select a few inv for email

    Sze Teng Lee supported this idea  · 

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

    85 votes

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    23 comments  ·  Users & setup » Navigation  ·  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…

    Sze Teng Lee supported this idea  · 
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    Sze Teng Lee commented  · 

    would be great if can we separate the email by , or ; ... instead of copy the email address 1 by1 and press enter to insert a new email. its wasting a lot of time. as we can just copy a bunch of email and paste to cc column
    eg: xx@gmail.com, bb@gmail.com, dd@gmail.com

    also please allow us to input cc & bcc when we select a few inv for email

  3. Invoice Reminders - Set up for a Contact group

    42 votes

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    18 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.

    Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.

    The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.

    While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.

    I'll return to share once this is released.

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    Sze Teng Lee commented  · 

    this is for sending invoice reminder. currently we have only 1 setting ON/OFF for reminder function, once its ON the same setting will be applied to all invoices.
    I would hope that Xero can allow us to make the ON/OFF or custom setting for certain client's invoice.

    for example, my default reminder setting is
    send the 1st reminder on 7days before due date
    2nd reminder on 21 days after due date
    this will auto apply to all invoices

    but i will have another option for all individual invoice to where follow the default reminder setting OR to have a custom setting for this particular client OR to turn off reminder for this particular client

    as not all client have the same setting

    Sze Teng Lee supported this idea  ·