Settings and activity
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130 votes
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Damon Thompson
supported this idea
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725 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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Damon Thompson
commented
I often write my invoices late at night but don't want them to send then as I don't want to disturb my clients at that time with an email coming in. But if I approve and then don't send, I have to remember to send later. I could download the invoice and then send it from my email (which has a schedule send option), but this is cumbersome. Please add this feature!!!
Damon Thompson
supported this idea
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This used to be able to be set to default to "send myself a copy". This is useful to have an independant track of what I have sent and when, especially if there is any subsequent editing of the invoice.
Can we please have this feature back? I don't know why it was removed.