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719 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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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
·
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.