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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Sejas Patel commented
Whilst this is a very useful feature, it would be half done if only allows scheduling of email-based invoices. I really hope you look into subscriptions as an extension of this feature. I can see tremendous value in that for small businesses to create plans and charge customers periodically (weekly/monthly/quarterly/yearly).
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Stephanie Shuster commented
Ability to create a single invoice in advance and pre-schedule for the day you want it to be sent.
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Belinda Youell commented
Can we schedule a TIME as well as a DATE please?
I'd love to be able to send them at 5pm/End of Day. -
Hannah Steward commented
Being able to schedule a long term recurring invoice to include the exact details required each month would be great instead of having to remember to alter each month!
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Peter Boland commented
Great idea
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Lester Mulder commented
Yep. We need this. Yesterday!!
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Tracey Hibbert commented
Can Xero create a "Delayed Send" function for the Remittance advices?
As a school we often set up a batch payment and load this to the bank prior to the payment date - this is due to holidays, or the boss being away during actual payment time. This can sometimes be a week prior. To send the remittance that early creates confusion for the customer, and its often forgotten at the other end due to work load.
I'm sure this would be helpful for other buisnesses as well.
Many thanks -
Sue Fraser commented
This feature would be life-changing! Please implement it ASAP. It would save a lot of headaches for me, and would be a better experience for my clients. I don't want my clients to receive invoices too early (looks like I'm desperate), and I don't want them to see I'm sending invoices at midnight either (looks like I don't have a life!) In fact, clients end up receiving invoices a little late, and that looks like I'm inefficient. So I would LOVE this feature.
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David Boyes commented
Yes please, the ability to create an invoice immediately after the job is complete and fresh in my mind, but have it sent the day my employer processes the monthly invoices (so they don't lose it) would be a huge asset.
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Julian Mitchell commented
Feature would be extremely useful
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Jarman Stephens commented
Yep, feature would be great.
I don't want to have to create a recurring invoice for the purpose of sending one invoice at a later date.
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Claudio D'Avanzo commented
It shouldn't be hard to add to the software. It's one of the first things I needed, given that invoices are often done after hours, and it's not great to send them in the middle of the night. So many people have been asking why this is not available yet.
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Shannon McMonigal commented
yes! We have to send invoices on the day of delivery but we enter the invoices on the day of dispatch, a schedule send would be a life saver!
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Katie Kaczmarski commented
This would be a HUGE benefit. Being able to build the invoice over time and have it scheduled for the appropriate date would be amazing.
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Warren Hill commented
Recurring invoices does not allow for each to be unique which this would resolve.
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Danielle Adnitt commented
The ability to schedule send invoices would be incredibly useful. This would assist with managing processes when staff are on leave as well as ensuring continuity of cash flow as invoices can be forward-dated and sent, ensuring they are not forgotten.
Judging by the community it is a very desirable feature: https://central.xero.com/s/question/0D53m00005lHMyjCAG/can-you-schedule-the-sending-of-an-invoice
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Ann Scandizzo commented
Invoice Reminders. They are automatically set by xero to be sent out between 4am and 8am. We have had complaints from clients receiving them as early as 2am in the morning which is very unprofessional. I would recommend xero schedule them during business hours or provide a function that we can nominate a time slot for them to be sent.
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Freya Pieroz commented
@Geoff Schmidt in your scenario (prep payroll on Friday for payment on Monday) it's a legal requirement under the Fair Work Act 2009 (Cwth) that pay slips be sent within one working day of pay day, so technically sending the pay slips on the Friday would be legal (assuming a Monday to Friday working week). If you prepped payroll on Friday for payment on Tuesday, however, it would not be legal (technically) to send pay slips on the day that payroll was prepared.
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Lucilia Powell commented
Yes, seriously thinking of moving to Quickbooks as well.
The aged statements is another very useful feature that to have I have to use a paid app. It's a disgrace. -
Graham Deck commented
I should not subscribe to the comments on this issue (or any other) as it just gets me angry. Xero NEVER actually implements any to the suggestions. Years ago I thought that taking the time to provide customer feedback was worth my time. Then after a few years of no response or comments such as "we are putting all our effort into Single Touch Payroll" I realised Xero is hopeless in doing anything for it's customers other than putting up their charges.