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

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   294 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  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 feature may be expanded to other features overtime.

   I'll be back to let you all know when the invoice scheduler is live to everyone.

   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… more

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   Accounts Communic8 commented  ·  27 January, 2023  ·  Edit…  ·  delete…

   I'm so confused by Xero's inability to delivery on this feature. This isn't rocket science, people. And I'm not making an uninformed statement as I'm in the software business, and I know this isn't too difficult to implement. Combining this with another feature request which makes for a very unintuitive solution seems rediculous. Being able to schedule the sending of an invoice ahead of time is such a necessary and basic requirement. Your solution for repeating invoices just isn't appropriate for many reasons. I won't list them as others in this thread have explained the limitations.

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   Accounts Communic8 commented  ·  05 August, 2022  ·  Edit…  ·  delete…

   Yes, please add this feature. It would help me sleep better at night! :-) Seriously, I do not understand why this feature does not exist. Think about all of us who go on vacation and want to know that invoices will go out as planned.

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