Settings and activity
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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…
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Shannon Walsh
supported this idea
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103 votes
Shannon Walsh
supported this idea
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I would like to be able to draft and approve invoices and have this set to email to a customer on a specific day.
For example, if I can prep invoices on a friday, but all invoices are to be emailed on Mondays, I would like to be able to prep and schedule these on the friday so i don't have to log in on the monday again to send the emails to customers