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

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

    Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂

    In early stages right now, but I'll share more news as this progresses. Thanks!

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    Johanna Neuke commented  · 

    Invoicing - Allow Email scheduling to send invoices

    While I like all the features in the invoicing, I don't understand why email scheduling hasn't been included in the makeover. We typically send our invoices out at the beginning of the month (on the 1st if a workday) in which the work/service commences. However, work can be confirmed a few months ahead of that and we usually create invoices once the work is confirmed. It would be so much easier to schedule the email to be send at a specific date at the time it's created, instead of logging in on the first each month just to then send all the relevant emails. This feature would really make life easier and I think lots of businesses will have this problem. I seem to recall that this idea has been raised various times before and I am disappointed that this isn't addressed in the new invoicing. Thanks for considering

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    Johanna Neuke commented  · 

    Very important as our accountant is not a full time employee. Please add feature, shouldn't be too difficult, if it's already possible at another stage...

    Johanna Neuke supported this idea  ·