Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    672 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    279 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂

    In early stages right now, but I'll share more news as this progresses. Thanks!

    An error occurred while saving the comment
    Derrick Murphy commented  · 

    To clarify, are we saying that as things stand, you cannot schedule an invoice email routine within Xero itself for a predetermined date and time i.e. you can only create/approve an invoice but have to login still to send it manually?

    I'm surprised that a modern accounting system like Xero will not allow you to send invoices at a future date as part of an automated workflow. I'm due away on holiday, and don't want the hassle of having to remember to login on a certain day and time just to send one important invoice. In my case, I don't want to batch send invoices on different dates, merely send one invoice on a specific day and time that's within normal business hours. Thanks.

    Derrick Murphy supported this idea  ·