Settings and activity
2 results found
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719 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
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Cathy Klouwens
commented
Hi Xero team, can your team please provide a response for the queries on this feature? Is this planned to come into place as a tool for users of Xero? Would appreciate an update from the Xero team on this please as I have, and many others have posted their ideas for why this is needed for each of their businesses. Regards Cathy
An error occurred while saving the comment Cathy Klouwens
commented
Yes I agree as feel like this is a basic and vital user function that is currently missing and would appreciate feedback on where this is at from the Xero team please.
An error occurred while saving the comment Cathy Klouwens
commented
The ability to schedule one off invoices would absolutely be a game changer to increase the efficiency of our team. Currently we have to make a note to go back and send the invoice on the date we would like to - not very efficient for our work flow and there is room for error in this method.
Cathy Klouwens
supported this idea
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257 votes
Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
An error occurred while saving the comment Cathy Klouwens
commented
We REALLY need this function PLEASE as this is critical to the functioning of our business.
An error occurred while saving the comment Cathy Klouwens
commented
This is a critical action for our business and I absolutely support this idea - would save hours of time and also the potential for error. Xero please implement this idea!
Cathy Klouwens
supported this idea
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Totally essential function for our business as we have to keep going back and forth into Xero to send and make reminders for our team to move from draft and then to actually send. Lots of wasted time and also the real potential for error of not being sent out at the appropriate time! Please please put this function into place