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

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   296 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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   Scott Matthew commented  ·  17 June, 2024  ·  Edit…  ·  delete…

   I am the director of a web application development company and we get feature requests for our software which would make small parts of the systems a whole heap better. Often though, these requests are made without an understanding of what it would take to incorporate them into the software or of other more important areas that we need to work on. We use Xero but we're not affiliated with them in any way. They are a good company and theirs is a good platform. While they might not be working on this exact feature at this precise moment, I'm sure that they are working on other areas of the software for the overall good of the product and for their client base. No software is perfect, and MYOB and QuickBooks will no doubt also have feature requests which some of their customer base are frustrated at not having had implemented yet either. Hang in there, I'm sure this will come.

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   Scott Matthew supported this idea  ·  17 February, 2023