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

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   295 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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   Stuart Bennett commented  ·  01 February, 2023  ·  Edit…  ·  delete…

   Surely this is an easy fix. Looks like this idea has been around for 7 years. Come on Xero sort this out!

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   Stuart Bennett commented  ·  19 November, 2022  ·  Edit…  ·  delete…

   This seems needed. How long before it’s processed by Xero?

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   Stuart Bennett commented  ·  02 September, 2022  ·  Edit…  ·  delete…

   I use repeating invoices. but there are times I take bookings which maybe 6 months in the future so rather than send an invoice out immediately i can send it nearer the date the booking is required.

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   Stuart Bennett supported this idea  ·  02 September, 2022