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

    625 votes

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    255 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.

    Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.

    The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!

    We'll post another update here…

    Tara Bendeich supported this idea  · 
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    Tara Bendeich commented  · 

    Option to set the time (as well as day) that invoice reminders are emailed out. At the moment emails will be sent just after midnight which is inappropriate for customers (if they don't have their email alerts set to silent).

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    Tara Bendeich commented  · 

    Option to set the time (as well as day) that invoice reminders are emailed out. At the moment emails will be sent just after midnight which is inappropriate for customers (if they don't have their email alerts set to silent).

  2. Reporting - Report that shows Repeating Invoices

    239 votes

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    102 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

    Tara Bendeich supported this idea  ·