Settings and activity
3 results found
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519 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
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Freshlink Finance
supported this idea
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725 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…
An error occurred while saving the comment Freshlink Finance
commented
Would also be helpful for sending Remittances and also Payslips at a later date.
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50 votes
An error occurred while saving the comment Freshlink Finance
commented
It would be great to schedule remittance for future payments.
We schedule payments in advance and we would like to send remittances on the day the payment is made. Currently we either have to send remittances too early, or have to go back into Xero on the payment date to send remittances.
If there would be a function to pre-date and schedule when remittances are send out, this would make the workflow much more efficient and our life easier. Thank you Xero!
We are uploading invoices to Hubdoc, which then get processed as Invoice (AR) to a draft invoice in Xero. After approval we email the invoices in bulk to our customers and tick the box "Include files as attachments". The uploaded invoice file however is not included in the email. How do we fix this without needing to open each individual invoice and selecting "include with online invoices" in the files section in the invoice?