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  1. Contact - Ability to select email group when sending invoices/statements

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    2 comments  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Suzanna, thanks for sharing this idea. We understand that having a quicker way to send invoices and statements to groups of contacts could help make billing workflows more efficient.

    The suggestion is to allow users to select contact groups directly when sending invoices or statements, instead of manually adding individual recipients each time.

    For now, adding additional recipients to contact records can help ensure the right people receive communications. We’ll continue tracking this idea here so the community can share feedback and examples to help shape future improvements.


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    Admin Giant Plaster commented  · 

    I have the same issue.
    I have invoices that I have to send to company account and cc the directors.
    I can't remember to do that from time to time as there is only 1 main contact shows on the email page + I can't search their email, I have to copy and paste their email from the contact page again.
    It will be good to have all additional people contact showed on the email tab. It is easier for me to delete than missed out to invoice them.