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'
It would be extremely useful to have the option to set a default CC and/or BCC email address for all sales invoice emails.
We need every invoice sent to a client to be copied to our company's central invoicing mailbox for internal record-keeping. At present, I have to manually enter the same CC address every time I send an invoice.
Adding our internal invoicing address as an additional contact on every client record isn't an appropriate workaround, as it isn't a client contact and we specifically need it to appear in the CC field rather than as a recipient.
Ideally, Xero would allow a default CC/BCC address to be saved within the invoice email settings or template, while still allowing it to be removed or changed for an individual invoice before sending.
This would be a small feature but a significant time-saver for businesses that routinely copy invoice communications to a central accounts or invoicing mailbox.
It would be extremely useful to have the option to set a default CC and/or BCC email address for all sales invoice emails.
We need every invoice sent to a client to be copied to our company's central invoicing mailbox for internal record-keeping. At present, I have to manually enter the same CC address every time I send an invoice.
Adding our internal invoicing address as an additional contact on every client record isn't an appropriate workaround, as it isn't a client contact and we specifically need it to appear in the CC field rather than as a recipient.
Ideally, Xero would allow a default CC/BCC address to be saved within the invoice email settings or template, while still allowing it to be removed or changed for an individual invoice before sending.
This would be a small feature but a significant time-saver for businesses that routinely copy invoice communications to a central accounts or invoicing mailbox.