Settings and activity
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
539 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
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Nathan Kershaw
supported this idea
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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 Nathan Kershaw
commented
Just a reminder that this remains key missing functionality. Hey, even PayPal on their free tier allow scheduled sending of invoices!!
I make do with draft invoices, which I clear at a convenient time. But that is really quite inferior.
An error occurred while saving the comment Nathan Kershaw
commented
This is indeed pretty basic functionality that is lacking in Xero - I had it in PayPal before switching. It has been requested for a long time!!!
My use-case is that it is highly convenient to do my invoices at the time of doing my work; however, it is politically awkward to send them at that time! Being able to delay them several days (variable depending on the work) is very advantageous.
At present I save them as drafts, but have to remember to come back to them and actually email them at a non-weird time. While an okayish workaround, this adds unnecessary difficulties.
Nathan Kershaw
supported this idea
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425 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
An error occurred while saving the comment Nathan Kershaw
commented
I really think that this should be a key priority for Xero; it will be an issue for any sizeable client - and for the more tech-savvy smaller clients!!!
Nathan Kershaw
supported this idea
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I'd like this to be an option when reconciling payments, as that is the only time I typically interact with an invoice after it has been sent out.
This would markedly improve the workflow for me, as at present I have to manually click through to invoices, find the specific invoice, payment, options, and then Send Receipt.