Settings and activity
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15 votes
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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…
An error occurred while saving the comment 
Lucilia Powell
commented
Yes, seriously thinking of moving to Quickbooks as well.
The aged statements is another very useful feature that to have I have to use a paid app. It's a disgrace.Lucilia Powell
supported this idea
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461 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Lucilia Powell
commented
The Xero standard statement is NOT adequate. It says “invoices due” when some of them are not!
We tried the Statey app, which is good, but it had a bug and sent wrong statements to my customers, so I lost confidence.
Honestly, this and other things that Xero is refusing to implement hate making me lose confidence in the platform…
An error occurred while saving the comment Lucilia Powell
commented
It's very frustrating indeed.
We tried the statey app that was suggested here. It was working quite well until they made a monumental error and sent a statement saying my customer supposedly owed 43k when it was only 2.5k. Apparently this was due to a very old credit note not showing in the account, but clearly this should never have happened.
They also don't sync well with Xero so I can't rely on it anymore.
Come on Xero, listen to your customers!!An error occurred while saving the comment Lucilia Powell
commented
Yes, absolutely essential. It's not right that some invoices that aren't overdue show as due.
Lucilia Powell
supported this idea
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I have been saying this for a long time. The other issue we have is when the customer already paid (say by card) and the invoice is only for their records on their VAT return. Why does it need to show due date? I've sent many tickets to Xero about this. I successfully managed to remove it on the classic invoicing email template, but now have the same problem with the new invoicing. Xero never listens!!