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

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   325 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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   Sam Williams commented  ·  10 May, 2025  ·  Edit…  ·  delete…

   It would be great to be able to schedule invoices which aren't repeating invoices by having them be sent/emailed on their issue date (a future date) rather than immediately when approve & send is clicked.

   I have invoices which are paid regularly but not on regular dates or for regular amounts that I would like to process and approve in batches and then have sent out automatically on the issue date stated in the invoice rather than straight away. Say I create an invoice on the 1st of the month with an issue date of the 15th and a due date 21 days later - I would like to approve this invoice and it be sent on the 15th not the 1st, so I can approve it and forget about it rather than save it and have to remember to come back on the 15th and approve & send it.

   Many thanks in advance for any consideration or help.

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   Sam Williams supported this idea  ·  10 May, 2025