Settings and activity

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

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sze Teng Lee commented  ·  02 April, 2025  ·  Edit…  ·  delete…

   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

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   Sze Teng Lee supported this idea  ·  02 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

   Sze Teng Lee supported this idea  ·  02 April, 2025
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   Sze Teng Lee commented  ·  02 April, 2025  ·  Edit…  ·  delete…

   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

   Save Submitting...

3. Invoice Reminders - Set up for a Contact group

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   submitted  ·  13 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Sze Teng Lee commented  ·  27 February, 2025  ·  Edit…  ·  delete…

   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

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   Sze Teng Lee supported this idea  ·  27 February, 2025