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

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    295 comments  ·  Invoices & quotes » Invoicing  ·  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…

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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  ·