Settings and activity
3 results found
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755 votes
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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Tim Cox
supported this idea
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75 votes
Hi community, we appreciate your on-going support in this idea.
We wanted to confirm that sending invoices via SMS is now available in Australia, New Zealand, the UK and the US.
Sending invoice reminders via SMS isn't in our current roadmap, however we appreciate wanting consistency in sending methods and we're continuing to keep this in mind as we develop our invoice flows in Xero.
We'll move this idea to Accepted for the time being and be sure to share if there's any developments surrounding this to share with you all here.
An error occurred while saving the comment Tim Cox
commented
Yep, happy to be part of the pilot :)
Tim Cox
supported this idea
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24 votes
An error occurred while saving the comment Tim Cox
commented
We get caught on this all the time. If you click into a specific invoice it tells you, but there should be a list in the Contact for these too, otherwise you might not see that they already have one set up and receive two by mistake.
Tim Cox
supported this idea
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In the meantime, it's not clear from the interface whether setting an issue date into the future is connected to when it will be emailed.
People could easily assume setting a future date, then hitting "approve and email" will mean it goes out on that date (why *wouldn't* that be how it works, really?)
I had to Google it and find community threads of people asking the same question.