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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Mark Noakes commented
Would be an enourmous help for us busy small business owners!
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Damon Thompson commented
I often write my invoices late at night but don't want them to send then as I don't want to disturb my clients at that time with an email coming in. But if I approve and then don't send, I have to remember to send later. I could download the invoice and then send it from my email (which has a schedule send option), but this is cumbersome. Please add this feature!!!
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Jodi Wade commented
Ability to preschedule invoices to be emailed out
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Robin Zaragoza commented
This request is categorized wrong. Its currently under For small businesses » Settings & user roles
Should probably be under Contacts & Communication
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Madihah Safdar commented
The ability to send a future dated invoice, in current time i.e. if an invoice is dated in the future, to have an option for it to automatically be emailed to the client on that date of the invoice, rather than the date you are raising the invoice.
An additional button should be created, saying 'send in future' and selecting the date you want it to be sent out on.
This would help save time, as you can pre-record invoices, which you want to be sent out on a particular date.
This is different from using the template, as this would be useful, for invoices that are constantly changing, but need to be sent on a particular date. -
Josh Moore commented
Currently, invoice reminders are sent out at around 4am in the morning.
Separate to this, bank feed data is imported in the middle of the night too. This means that if a customer's payment appeared in the bank yesterday, it won't appear in Xero until today, but the invoice reminder was automatically sent early in the morning before we could reconcile the payment.
e.g. Invoice due 20th of the month.
First invoice reminder set for 4 days late (24th).If the customer pays on 23rd and it arrives in our bank account that same day, this will only appear in Xero on the 24th because the bank feed refreshed overnight. We will reconcile it on the morning of the 24th, however, the invoice reminder will have already been sent at 4am that morning.
The issue is caused by the invoice reminders going out early in the morning, before we have had a chance to reconcile the payments.
Suggested fix: Change the invoice reminder time to 1pm or later in the day. This will mean that we have an opportunity to reconcile yesterday's payments before the invoice reminders go out.
Note: Moving the invoice reminders back a day does not fix this issue. If we moved the invoice reminders to 5 days instead of 4, the exact same issue happens if the customer pays 4 days late. They will have already paid the day before but will receive an invoice reminder.
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Emma Rosenblatt (Accounts) commented
This would be a great feature to add!
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Lawrence Martin commented
It would be good to be able to 'schedule send' invoices from Xero.
I invoice at night, and yet it's more professional to send invoices during business hours, ideally at start of day. Often I do this via email, but it would be good to have this functionality within Xero, from the "Approve & email" button on the invoice screen.
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Graham Deck commented
So far I have never seen Xero action anyone's request for an enhancement. I suspect the are still busy working on the first version of Single Touch Payroll as that was their excuse for many years. Or maybe it is this really recent new thing called Covid. They will have some excuse for not listening to their customers.
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Christie Maitland commented
It would be great if we could schedule the time that the reminders are sent to client's. For example if we could select the timeframe say 9am to 5pm on a week day. Currently they are sent out between 4am and 8am based on the businesses time zone. Client's are not enjoying getting reminders at those times especially on a Sunday Morning. thank you
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Stuart Bennett commented
Surely this is an easy fix. Looks like this idea has been around for 7 years. Come on Xero sort this out!
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Nick Block commented
pls
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Annie Romanos commented
Hullo, Xero?
Is there anybody out there?
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Accounts Communic8 commented
I'm so confused by Xero's inability to delivery on this feature. This isn't rocket science, people. And I'm not making an uninformed statement as I'm in the software business, and I know this isn't too difficult to implement. Combining this with another feature request which makes for a very unintuitive solution seems rediculous. Being able to schedule the sending of an invoice ahead of time is such a necessary and basic requirement. Your solution for repeating invoices just isn't appropriate for many reasons. I won't list them as others in this thread have explained the limitations.
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Joe Pettican commented
Desperately needed, one of the most essential tools that Xero is missing at the moment, and its very frustrating not having it!
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Louise Darby commented
Pls ! Come on guys this is basic
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Victoria Hibbs commented
Scheduling of payroll emails, any other client emails and scheduling of invoices is technologically simple in many other platforms. Why Xero cant manage it I dont know. Every month I have to tell people that their payslip arrival does not tally up with the point they get paid. Embarrassing.
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Clive Wilson commented
Am I reading this correctly that 7-8 years after this idea was originally put forward, only now is it even being considered for development by Xero? How many more years will we have to wait for it to come to fruition, I wonder?
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Clive Wilson commented
I send a number of clients a regular monthly invoice for the same amount each month, but with slightly different details each time (such as the month in which the work was carried out), so a repeating monthly invoice is no good for me.
However, being able to create all the invoices ahead of time and have them sent automatically on a specified date - which is also what I would need if I were away, seems like an obvious feature to have.
Please include this feature!
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Jo McDonald commented
Id like a "schedule invoice" feature so it can be sent on a particular date as a one off. Otherwise I have to prep them all and go back in to send them all at the required date. I would use this for annual subscriptions. I cannot just submit as a repeat invoice as the members each year can change. I see others have requested this too so it would be a great added feature to have. Thanks