Settings and activity
3 results found
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105 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
An error occurred while saving the comment 
Nathan Kershaw
supported this idea
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635 votes
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…
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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356 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
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.