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

    719 votes

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    296 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…

    Nichole Sepulveda supported this idea  · 
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    Nichole Sepulveda commented  · 

    This would be super beneficial also for sending out invoices that are future dated. Having future dated invoices in can help forecast cash better. Without the scheduling email function, I have to keep the invoices as drafts because I need to know which ones still need to be emailed on the day they are dated.

  2. Invoices: Repeating Invoices - Bulk Import/Export

    284 votes

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    submitted  ·  112 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Nichole Sepulveda commented  · 

    This would be super helpful to be able to import or export repeating invoices. Seems odd that it's been on this Product Ideas since 2014, and still not as an option.

    Nichole Sepulveda supported this idea  ·