ⓘ This article is for small businesses who use Xero
Overview
- Customize the information sent to your customer when you email an invoice, credit note or prepayment.
| FIELDS | DESCRIPTION |
|---|---|
| To |
The email recipient. In new invoicing, you can click Cc or Bcc to add multiple email addresses. In classic invoicing, there isn't a Cc or Bcc option when emailing invoices. However, to send an invoice to multiple recipients, you can separate each email address with either a comma (,) or a semicolon (;). |
| From or Reply to | The email address set for outgoing emails. |
| Email template | Select a template to apply to the email. The available templates depend on what you’ve set up and the type of transaction you're emailing. For example, if you've:
|
| Add placeholders or Show/hide placeholder info | Click to see the placeholder list. You can insert these into the Subject and Message. |
| Subject | Xero populates the Subject field with the text and placeholders set up in the selected email template. You can edit this directly in the field or update the email template to reuse later. |
| Message | Xero populates the Message field with the text and placeholders set up in the selected email template. You can edit this directly in the field or update the email template to reuse later. Remove the [Online Invoice Link] placeholder from the message if you don't want your customer to receive the link to the online transaction. |
| Attach file(s) to email or Include files as attachments | Select the checkbox to attach files to your email. Only files set as Include with [item] will be attached to the email once this option is selected. |
| Attach PDF to email | Select the checkbox to include a PDF copy of the invoice, credit note or prepayment. |
| Mark as sent | Select the checkbox to mark the invoice, credit note or prepayment as sent. |
| Send myself a copy | Select the checkbox to send yourself a copy of the email. Xero sends the copy to the logged in user's email address. |