Settings and activity
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16 votes
Hi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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Carmel Cervin
supported this idea
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718 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…
Carmel Cervin
supported this idea
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The ability to edit a contact name on the invoice contact edit screen would also be helpful - saves having to close out of the invoice find the client on the contact screen make the edit and then go back to the invoice or statement to send. Would also be helpful to display the contact first name in the invoice contact view so that you can check the contact first name is the correct match - currently you don't know it is wrong until you go to send the invoice email and then you may or may not notice it is out of date and if you only fix it on the email it is still wrong next time.