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

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   295 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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   Derrick Murphy commented  ·  29 August, 2024  ·  Edit…  ·  delete…

   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.

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   Derrick Murphy supported this idea  ·  29 August, 2024