Skip to content

Settings and activity

1 result found

  1. 1,432 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

    An error occurred while saving the comment
    Frank Fu commented  · 

    Hello Xero Support,

    I would like to suggest an enhancement to the customer contact feature for better management of email addresses. Many customers use different email addresses for specific purposes, such as one for receiving tax invoices and another for account statements. Currently, this creates an issue when using the "Send Statement" feature under the Sales Overview, as it can’t send statements to all customers at once when their default email address is designated for tax invoices only.

    It would be helpful to have the option to nominate different email addresses for specific purposes (e.g., "Tax Invoice," "Account Statement," etc.) within the customer contact details. This way, users can ensure that tax invoices are sent to the correct address, and account statements go to the appropriate one, streamlining communication and preventing the need for manual email updates.

    This functionality would improve the "Send Statement" feature, allowing users to send customer statements in bulk without the risk of sending them to the wrong email address.

    Thank you for considering this suggestion!

    Frank Fu supported this idea  ·