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Xero Business Community

Xero Business Community

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Emailing Invoices and Quotes to different contacts

Started by Alex McGarry in Feature Requests | Idea

Xero currently has the option to add additional email contacts within a customer/supplier and a tick box to include in emails. This then brings however many contacts are ticked into the "to" box when emailing an invoice or a quote out.

We currently have the primary contact to whom we send the quotes, but when converted to invoices, these are sent to the accounts department. It would be handy to perhaps have a tick box in the email screen to select which contact(s) this particular email is supposed to go to.

I appreciate it isn't too difficult to manually delete the email(s) you don't want to use, but would be much easier to simply tick which contact you require.