Settings and activity

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

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   300 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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   Lester Mulder commented  ·  24 July, 2024  ·  Edit…  ·  delete…

   Yep. We need this. Yesterday!!

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   Lester Mulder supported this idea  ·  24 July, 2024

2. Invoice - Ability to link an email template to an invoice branding theme

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   submitted  ·  19 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Lester Mulder commented  ·  05 July, 2023  ·  Edit…  ·  delete…

   Absolutely need/want this feature, please.

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   Lester Mulder supported this idea  ·  05 July, 2023