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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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Eleanor Russell
supported this idea
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An error occurred while saving the comment Eleanor Russell
commented
Can't believe this still hasn't been solved - Xero is great for a small business until you realise you need to have full time accounts person to click send on the invoices!
@AR or anyone else looking for it - you have to press the Email function on your approved invoice, go as far as the email dialogue where you edit the email body you're sending with the invoice, in the bottom right corner the Send has Send and then a V arrow next to it - that gives you a suggested alternative time or build your own custom time.