Email Settings - Specify date/time to send transactions
Ability to specify date/time when users’ want to send emails from Xero.
Purpose: So clients/customers can receive the email during the working hours and not at random time.
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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Joe Pettican commented
An essential feature, really surprised it doesn't exist already! We would certainly benefit massively from adding this to Xero, please do!!
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Carter Threatt commented
This would be a wonderful feature to have, not only for when I am working outside of normal business hours but also for scheduling emails to when customers are more likely to see them quickly, for example sending it during the working day for business-to-business sales and scheduling them after working hours when consumers are more likely to be on their devices.
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Karen Barnes commented
This is a much needed improvement especially now that so many of us work remotely at odd hours. It's unprofessional to be emailing invoices to clients on the weekend or late in the evening and a real nuisance to have to schedule our work to accommodate the inability of the system to schedule those emails to be sent at a specified time.
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Sarah Blangiardo commented
I would be so fantastic, as I travel for work and am different timezones so a scheduling system would be ideal for me. Please keep reviewing this.
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Denise Milner commented
Being able to schedule invoices would be a fantastic feature. Particularly when going on leave, it would be great to be able to pre-enter invoices & schedule to send at the appropriate date. Please bring this in!!!
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Danielle Smythe commented
I was really surprised to see that this wasn't a feature of Xero, and then disappointed to see how long people have been asking for it. Unfortunately, most of the features I look up which are not yet available seem to be met with the response 'we don't have a date yet to develop this'. Surely the roll out of the new invoicing page would have been the ideal opportunity.
Anyway, thank you to the contributors who have offered work arounds using invoice reminders and one-off repeating templates. -
Navneet Singhal commented
This feature will really be helpful for a small business like mine. Being an owner operator business, at times I get very busy and advance scheduling will really help our business to run smoothly
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Hersha Chellaram commented
This feature is important for small business users to issue invoices at the correct days/times. For example, I work on all the accounts mid month and end of the month. I create all the invoices to send on the 5th of every month. It would be great to work on the accounts end of the month, create all the invoices and have them automatically send out on the 5th. Please consider adding this feature!
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Annie Romanos commented
Does Xero genuinely understand how this *basic* feature would help its users?
As one of your users has commented, it’s a minor feature which can be implemented quickly.
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Usame Esendir commented
I work in IT, and this a minor feature which can be implemented very quickly.
Let me know if you need help!!! -
Cathy Klouwens commented
Totally essential function for our business as we have to keep going back and forth into Xero to send and make reminders for our team to move from draft and then to actually send. Lots of wasted time and also the real potential for error of not being sent out at the appropriate time! Please please put this function into place
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Annie Romanos commented
Xero, anyone from Xero, are you there?
Hullo? Yooooo hooooo ..
It’s nearly 2024. Not 2004.
Small business owners need this absolutely basic function.
Do you care about your customers? Anyone at all in Xero read this Product Ideas forum, or is it just for optics? -
Clive Wilson commented
I appreciate not every idea can be incorporated, but this was originally proposed in 2015 and still nothing has been done about it.
Surely Xero doesn't believe the validity and value of an idea is based solely on the number of people who vote for it here? I know many Xero users who don't even know the forum exists, let alone are bothered to contribute.
An idea like being able to schedule invoices shouldn't need thousands of votes as it's a basic simple function (not necessary in implementation, I appreciate that, but from a user's perspective) that should come as standard. I mean I can schedule emails to send on my free email client software, which is rarely needed, yet on something as potentially valuable as scheduling invoices to send, I can't do that on a platform I pay for.
Can someone at Xero PLEASE respond/acknowledge this thread and give us some idea of whether or not, after 8 1/2 years, this idea will ever be implemented?
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Michaela Spencer commented
Doesn't look professional sending emails for invoices over weekends or late at night which often happens working in a small business.
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Freya Pieroz commented
I would dearly love to be able to create December 2023 invoices before Christmas to be sent on the 2nd January, so that I wouldn't have to come back from holidays early just to ensure continuity of cashflow later.
I'd also dearly love to be able to create the payroll that's due for automated payment during the EOY break before I left to visit family, and have the payslips send on the day that it's scheduled for payment! It's not a break if I have to log in to send payslips, it's technically illegal in Australia for payslips to be sent that early (under the Fair Work Act 2009 they must be sent within 1 working day of the date of payment), and it's definitely illegal for them to be sent after I get back from holidays.
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Tara Bendeich commented
Option to set the time (as well as day) that invoice reminders are emailed out. At the moment emails will be sent just after midnight which is inappropriate for customers (if they don't have their email alerts set to silent).
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Tara Bendeich commented
Option to set the time (as well as day) that invoice reminders are emailed out. At the moment emails will be sent just after midnight which is inappropriate for customers (if they don't have their email alerts set to silent).
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Joe de Berker commented
A very important and currently missing feature. Can't understand why this isn't already enabled?
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Deborah Jeffray commented
Sorry Joe, That doesn't work on a one off invoice. There is no choice for a preference date.
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Joe Pettican commented
As per Xero's own comment in this post in 2012 (over a decade ago!):
Ability to schedule invoices to be sent at a future date
Purpose: Users can set up a preference date to send their invoice, and to make sure that invoices aren’t sent during the weekend. As it makes them look unprofessional.
Please add this feature!