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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Leisa Brenchley commented
This would be so amazing!
Our clients pay off our services so this would help schedule this so much!
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Rafail Dimitriou commented
This would increase the invoice settling rate, significantly, without having to chase people as much.
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Anastasis Kokkinos commented
We are going to incorporate in the new year and when we do we have to set up a new account and it wont be xero unless they get scheduled invoicing, stages payment invoice and phone support sorted before then.
We are going to go back to Quick Books which has all of this and for half the price.
Xero was touted as the way to go and against our better judgement we signed up.
Big mistake, do yourself a favour and check out Quick books because Xero just pay lip service to these items which should be no brainers.
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Gavin Smith commented
The ability schedule payslips to be emailed at later date - for example I'm on holidays over the Christmas break so I have had to do all the payroll before I finished.
It would be good to set a date to email the payslips.
I was able to schedule the bank and EFT payments but there's no way to schedule when payslip or Remittance Advice is emailed out -
Rode Filgueira Ponce commented
Hi, this is even more useful when your date for sending invoice is a on a bank holiday or if you are a freelancer and you want them to be sent while you are off/annual leave. It is a necessary feature and it seems silly that we will have to prep invoices and download them in pdf and then schedule emails to be sent.
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Luke Grayson commented
Come on Xero, the earliest comment on this thread is 2012. As a web and software developer I do understand that sometimes things aren't as simple to implement as it may appear to an outsider, but you've implemented a whole bunch of unnecessary things like the new interface in the meantime. I think I speak for a lot of people when I say, "We really don't care about the new interface - the old interface was completely fine." You keep increasing the costs without adding new functionality. Slicker UI's aren't important. How about looking at some of these fairly basic feature requests instead?
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Anastasis Kokkinos commented
In response to Tim's comment, I have already falling into this trap thinking that the all singing all dancing Xero would have this most basic of features.
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Tim Cox commented
In the meantime, it's not clear from the interface whether setting an issue date into the future is connected to when it will be emailed.
People could easily assume setting a future date, then hitting "approve and email" will mean it goes out on that date (why *wouldn't* that be how it works, really?)
I had to Google it and find community threads of people asking the same question. -
Karen Kennedy commented
Love to see this implemented!
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Kasia Gazeas commented
Hi Hannah G :-) https://productideas.xero.com/users/6244926721-hannah-g
Any chance you have an update for this one?
.... I'm happy to BETA test over Christmas new years :-D just putting it out there.... -
Anastasis Kokkinos commented
Rereading all the other comments I cannot believe this is still outstanding.
I also cannot believe Xero was recommended to us as we were using QuickBooks in the UK for many years which for my money is far superior because you get telephone support you can schedule invoices and you can do stage payments.
Xero Is costing us double what QuickBooks costs and we're told to use a third party app to make these things happen, Is this just a cartel trying to milk us for all the money they can.
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Kristy Wells commented
Under review? This should have been a matter of 'good idea - let's implement it', not a year's worth of review and no action.
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Anastasis Kokkinos commented
I cannot believe how many fundamental, no brainer things that Xero lacks. This to me I would have thought was a fundamental item for invoicing.
This product is expensive and despite the rave reviews as a non-accounting person I think it is sadly lacking in basic functionality.
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Kasia Gazeas commented
I often whip up an invoice a few days before it should be sent. It would be wonderful to have the option to "Schedule" or "delay" SEND, like with Outlook...
Click schedule send, pick the date, confirm and forget about it because it goes out to the customer when you want.This shouldn't be confused with repeat invoicing... just a once off invoice.
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Victoria Hibbs commented
Really looking forward to having to jump on in my holidays to send payslips and invoices because you haven't sort ted this yet - elementary! 🤬
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Marita-Jane O'Donnell commented
We are considering changing to another platform. Do not understand why this was not a priority considering most of the competition has had this feature for a long time.
Please make this a priority... -
Ian Lyne commented
Frustrated new customer, just finding out this feature isn't included in xero yet??? Coming from another much cheaper platform which had this feature I'd say it an essential requirement for any new-age invoicing app!
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Marita-Jane O'Donnell commented
The ability to schedule email invoicing would be invaluable.
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Mikael Zarb commented
This is a very great feature to have. I would like the ability to schedule my invoices to be sent on a specific date and time.
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Lindsay Matheson commented
Particularly in light of the new legislation regarding contacting staff outside of working hours.