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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Alistair Loaker
supported this idea
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174 votesAlistair Loaker
supported this idea
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I would simply like to be able to set an invoice that is not a recurring invoice to be sent on a day that I schedule it to be sent. This means I could set it up and then forget about it, rather than manually having to come back and send it.
Also, I would like the service description on recurring invoices to update automatically each month to save having to manually change it each month, e.g. Digital Services 1st Aug to 31st Aug to change automatically to Digital Services 1st Sept - 30th Sept when the new recurring invoice is sent out in September.
These two things would save me a load of time if they were automated instead of me having me having to manually change them every month.