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This New Xero Feature Could Save You More Time Than You Think

July 08, 20263 min read

Every business owner has those jobs they know they'll forget unless they leave themselves a reminder.

"Don't forget to send that invoice next Tuesday."

It sounds simple, but then life gets busy.

Which is why I'm really pleased to see Xero introducing a feature I've wanted for myself and my clients for quite some time: scheduled invoice emails.

It's a small change - but one that could save a lot of unnecessary admin (hooray!).

Why This Matters

Many business owners prepare invoices before they actually want to send them.

Perhaps:

  • You've finished the work but agreed to invoice on a certain date.

  • You're going away.

  • You're planning ahead before a busy week.

  • You simply like getting your admin done early.

Previously, your options weren't ideal.

You either had to remember to send the invoice on the right day or create a repeating invoice as a workaround, even if it was only needed once.

Neither solution was perfect.

So What's Changed?

Xero is gradually rolling out a new option that allows you to schedule an invoice email.

Once your invoice is ready:

  1. Raise your sales invoice as normal.

  2. Click Approve & Email.

  3. Go to send email and schedule

Then you can forget about it.

Why I Like It

This isn't a revolutionary feature. But it's one of those small improvements that removes friction from everyday admin. It means you can batch your invoicing, work ahead and avoid relying on memory.

And anything that helps business owners spend less time on admin and more time running their business gets a thumbs up from me!

One Thing I'd Still Like to See

If I could make one request on your behalf to the Xero development team, it would be this:

I'd love a way of viewing all scheduled invoices from the Sales Overview screen before they've been sent.

That would make it much easier to keep track of what's due to go out.

Don't Have the New Feature Yet?

Don't worry.

Xero is rolling it out gradually, so it may take a little while before it appears on your account.

But it is coming to everyone so keep an eye out for it over the coming weeks.

Small Improvements Add Up

With technology it isn't always the big changes that make the biggest difference. It's often it's the little improvements that save five minutes here, ten minutes there. Because over time, really soon adds up.

And that's exactly how we think about finance too.

Better systems.

Better habits.

Better decisions.

They all build a stronger business.

Need Help Making Better Financial Decisions?

Good software is only one part of the picture.

Knowing what your numbers are telling you - and what to do next - is where the real value lies.

So for a clearer picture of your business finances, take our free Business Finance Health Check.

It only takes a few minutes and highlights where your finance systems are working well and where they could work even better.

Click here to take the Business Finance Health Check

Xero TipsXero FeaturesXero for Small BusinessFinance UpdatesSmall Business Invoicing
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Fiona Brownlee

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