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Schedule invoice to send on future date

I would like to be able to create an invoice, approve it, and then schedule it to send out on a future date.

Currently the only way to do this is with repeating invoices. However, if I have a series of invoices going to the same client, but with different details (items and amounts), then I have to set up an individual repeating invoice for each instance, and set each one to send only once. it would make more sense to just be able to create a single invoice and set a "send on" date.

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Kris Kelso shared this idea  ·   ·  Report…  ·  Admin →
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  • Keith Field commented  ·   ·  Report

    I use the Outlook scheduling capability every week as it helps to spread my workload. I cannot claim it to be critical to the way I work, but I would value it higher than important for Xero to develop the scheduling capability.

  • Rebecca Hine commented  ·   ·  Report

    I would use this feature regularly - my use case is:

    As a part time accounts person
    I would like to setup future dated invoices to be automatically sent on the invoice date
    So that if the invoice date doesn't coincide with one of my working days, it will be sent out on time

  • Emma Murphy commented  ·   ·  Report

    I would also like to be able to do this.
    Not all invoices can be repeated to the same value or a the same day of the monthbut it would be so useful to be able to line up an entire invoice run and schedule it for a future date.

  • Ana Labosky commented  ·   ·  Report

    how hard is it to add a function to the invoice to be able to schedule the email for future date. Gmail does it.

  • Diana Tucker commented  ·   ·  Report

    Totally agree. I would love to be able to set up an invoice and add 'send on' dates for those that are variable, but regular sends. I don't particularly want to log in on the 30th 31st Dec or the 1st jan - but I can't see any other way. At this point, I'm beginning to wonder why we moved to Xero.