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1. cc and bcc fields in emails

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   0 comments  ·  Invoices & quotes » Invoicing  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

   Kylie Smith shared this idea  ·  24 August, 2026

2. Customer Statement - CC/BCC on Outgoing Mails

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   1 comment  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   We understand how valuable it'd be to have the option to CC or BCC internal staff and key stakeholders when emailing Statements of Account. You’ve highlighted how this feature would streamline internal communication, support better record-keeping, and make it easier to respond to client queries.

   At the moment, while CC/BCC is available when sending individual invoices, this functionality isn’t yet available for Statements of Account, which means relying on manual workarounds.

   This idea is now in the Gaining Support stage. If this feature would help you, please vote and share your thoughts to help us prioritise it. The more support it gets, the faster we can work on making it happen!

   Kylie Smith supported this idea  ·  24 August, 2026

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

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   22 comments  ·  Users & setup » Navigation  ·  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

   An error occurred while saving the comment
   Kylie Smith commented  ·  24 August, 2026  ·  Edit…  ·  delete…

   Send myself a copy does NOT show the email address / addresses that it has been sent to.
   This is a critical issue with regards to visibility.
   There is no cc or bcc field when emailing invoices.
   Can we expect a fix for this?

   Save Submitting...
   Kylie Smith supported this idea  ·  24 August, 2026