Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

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

    727 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    301 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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…

    An error occurred while saving the comment
    Astrid Beyers commented  · 

    I'll gladly trade the new AI thingy (JAX?) any day for scheduled email functionality. (BTW I tried to get JAX to schedule an invoice. Sadly it wasn't able to)

    Astrid Beyers supported this idea  · 

  2. Repeating Invoices - Generate invoice before invoice date

    243 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  114 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Astrid Beyers commented  · 

    I am also very surprised this is not already possible. We also collect by Direct Debit so need to advise customers on their invoice in advance of it being due, and need the invoices totals to populate the direct debit run 2 days before the due date (due date = date of the invoice).