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  1. Email Settings - Specify date/time to send transactions

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    295 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Robin Zaragoza commented  · 

    Been asking for this for years. As a small business who does my own invoicing, having to manually send out for invoices adds way more admin than I can handle and I'm tired of waiting for a very basic feature to even be considered by Xero instead of being released. I honestly can't say that in 5 years of using the software, you've released any new features of value to me.

    No more waiting. I've cancelled my subscription and moved onto another solution.

    I'm sure I'm not the only customer you're losing because of the lack of responsiveness to what your customers need.

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    Robin Zaragoza commented  · 

    This request is categorized wrong. Its currently under For small businesses » Settings & user roles

    Should probably be under Contacts & Communication

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    Robin Zaragoza commented  · 

    Please add this! It's pretty standard to be able to schedule things like emails to go out in other platforms. This should be pretty straightforward, and super helpful for those of us that have invoices to send out on a monthly basis that don't have the same charges every month.

    And just to be clear, the use case for me is NOT that that I look unprofessional. It's that I know in advance of a month finishing how much I need to charge a client, but it's not the same as the last month. It's hard for me to predict exactly when I will know the charges for the month - sometimes it's at the beginning of the month, sometimes the middle. To get it off my plate, I create the invoice the minute I know, but given my contract says I will send invoices at the end of each month, I need to send it according to that timeline. So I'd like to be able to create and approve the invoice in the middle of the month, and then schedule it to be sent according to the contract terms.

    Robin Zaragoza supported this idea  ·