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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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 love to be able to schedule an invoice so it sends when I'm on leave!
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Shaan Lessons commented
Scheduling just like gmail does would be fantastic!
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Lisa Tong commented
100% would be a fantastic update!
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Shaan Lessons commented
Simply be able to schedule any invoice on a specific date and time.
There is already a feature request for repeating invoices but small businesses often have single emails/invoices to send and it would be great to schedule one-off emails.
Eg. It is the 30th of November and you have a non-repeating invoice that will be due on December 15th and you would like to send it on the 8th of December. It would be nice to be able to schedule it be sent out on the 8th automatically and not have to log in again on the 8th to send it. It would be great to schedule it.
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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!
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Dennis Murphy commented
I don't think it's very professional that all my invoice reminders are sent at midnight to clients. Can this be added to the build list.
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Kelly Ziolkowski commented
This is business critical for admin and bookkeepers, and it's inexplicable that it is not just a standard function from Xero already.
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Claudine Romain commented
Clients complain all the time and we would to to choose the time of day that reminders are sent.
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Alfina Astuto commented
It would make life easier
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Promac Admin commented
Scheduling a time to send invoice and quotes would make a great feature. My husband and I do most of our bookwork at night and would love the function that you can schedule a time the invoice or quote is sent to the customer so we are not sending them at 10pm when people are in bed.
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Janet Styles commented
It would be a useful feature to be able to set the actual time of day that email invoice reminders are sent to clients. Many clients do not turn off their mobile phone devices and the reminder can arrive to their inbox as early as 4-5am AWST which can be annoying to some clients. Sleep is precious.
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Rebecca Noonan commented
Would be very beneficial
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Michelle Litchfield commented
It would be really great to be able to set the time auto reminders of overdue invoices are sent. Customers do not appreciate receiving these emails at 4/5 am and it would be preferred if they could be sent during business hours.