Only email certain contacts

AutoReceipts can be configured to only send emails to specific contacts.

First you need to enable this mode.

Enable whitelist mode

1. Open the AutoReceipts dashboard.
2. Go to your organisation's Settings page.
3. Turn on Use Xero contact whitelist.
4. Click Save Settings.

Now AutoReceipts will only email contacts in Xero Contact Groups named Send Receipts, for customer receipt emails, or Send Remittances, for supplier remittance advice emails.

Create the contact groups

1. In Xero, go to Contacts > All contacts.
2. Click Groups > New group.
3. Name the group Send Receipts or Send Remittances.
4. Click Create.

Create both groups if you want to whitelist customers and suppliers.

Add contacts to the groups

1. In Xero, go to Contacts > Customers or Contacts > Suppliers.
2. Select the contacts you want AutoReceipts to email.
3. Click Add to group above the contact list.
4. Select Send Receipts or Send Remittances.
5. Click Add.

AutoReceipts will now send the corresponding emails only to contacts in these groups.