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

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    325 comments  ·  Invoices & quotes » Invoicing  ·  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…

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    Lucas Possamai commented  · 

    I'd like to be added to the trial for this feature, please.

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    Lucas Possamai commented  · 

    Xero currently supports repeating invoices, but there does not appear to be a way to schedule a single, one-off invoice to be sent automatically on a specific future date and time.

    The requested feature is the ability to create and approve an invoice in advance, then choose a scheduled send date and optional time. For example:

    ---
    Create invoice today, approve it now, but send it automatically next Monday at 9:00 AM.
    ---

    This would be useful for businesses that prepare invoices ahead of time but do not want to manually remember to send them later. It would also help when invoices need to be issued at the start or end of a billing period, on a specific contract date, or during business hours.

    Ideally, the feature would support:

    - Scheduling a one-off invoice to be emailed on a specific date and time
    - Using the organisation’s timezone
    - Editing or cancelling the scheduled send before it is sent
    - Showing the scheduled send status clearly on the invoice
    - Recording the action in the invoice history/audit trail

    This would reduce manual reminders, avoid workarounds using repeating invoices, and make invoice sending more reliable for businesses that invoice clients on specific dates.

    Lucas Possamai supported this idea  ·