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

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    279 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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!

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    AdminAlex Trujillo (Admin, Xero) commented  · 

    While recurring invoices currently exist in Xero, it would be valuable to have functionality that allows users to schedule one-off invoices for future dates with flexible send times.

    Example:

    A user creates an invoice today for a job scheduled on August 20, 2025.

    Once the job is completed, the invoice should be automatically sent at a pre-set time such as:

    - Immediately after job completion

    - By the end of the same business day

    - First thing the next morning

    This would help service-based businesses streamline post-job billing and reduce manual follow-up, while maintaining accurate timing for customer communication and cash flow management.

    An error occurred while saving the comment
    AdminAlex Trujillo (Admin, Xero) commented  · 

    While recurring invoices currently exist in Xero, it would be valuable to have functionality that allows users to schedule one-off invoices for future dates with flexible send times.

    Example:

    A user creates an invoice today for a job scheduled on August 20, 2025.

    Once the job is completed, the invoice should be automatically sent at a pre-set time such as:

    Immediately after job completion

    By the end of the same business day

    First thing the next morning

    This would help service-based businesses streamline post-job billing and reduce manual follow-up, while maintaining accurate timing for customer communication and cash flow management.

    AdminAlex Trujillo (Admin, Xero) supported this idea  ·