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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Lauren Shaw commented
This would be super helpful for month end.
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Rick Schultz commented
We sell counselling packages with several sessions over 3-6 months. Each invoice is imported from Cliniko (our practice management software) so the set-up is already done; I can't really make changes once it's in Xero, except (hopefully) to schedule the invoice to send the day before the session.
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Mark Cattell commented
This feature would be massive benefit
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Karen Evans commented
This feature is getting a lot of support and attention, is this something that is possible Xero?
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Annie Romanos commented
hullo Xero?
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Nicole Willis commented
I am the only one in the invoicing department for my company currently that has the understanding/ability to send out the invoices so it means I constantly have to work on my annual leave to ensure invoices go out on the correct date (for example Monday 19th and Tuesday 20th of this month I am on leave but will still have to work due to this function not being available).However if I could schedule them to go out on a certain date that would mean I can go on holiday and not have to worry about logging in to do this task.
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Xanthe Rivett commented
Great idea, would make a big difference!
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Magdalena Szafranska commented
This feature would be massive benefit
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Siobhan Casey commented
Why is this not already a feature?
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Johanna Neuke commented
Very important as our accountant is not a full time employee. Please add feature, shouldn't be too difficult, if it's already possible at another stage...
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Nadia Gallen commented
When can we expect to get this feature added XERO.
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Amy Scott-Thomas commented
So important for a small business
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Stuart Bennett commented
I use repeating invoices. but there are times I take bookings which maybe 6 months in the future so rather than send an invoice out immediately i can send it nearer the date the booking is required.
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Jack Benda commented
This would be a significant help for me and my business
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Donna Humphreys commented
Not only to be sent, but I would like to prepare future one time sales invoices without the invoice number being created until the actual day. We're using Xero in Spain, and it's illegal to skip and invoice number like this, as it looks like we're backdated other invoices
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Bryce Ireland commented
My idea is simple - a function similar to Gmail and Outlook where you can schedule the time to send your quote/invoice.
This will benefit many small business owners who work late nights or early mornings, it will make you look more professional sending a quote/invoice during business hours.
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Victoria Hibbs commented
Crazy this isnt available
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Accounts Communic8 commented
Yes, please add this feature. It would help me sleep better at night! :-) Seriously, I do not understand why this feature does not exist. Think about all of us who go on vacation and want to know that invoices will go out as planned.
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Victoria Hibbs commented
please - this is a really simple request
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Victoria Hibbs commented
This needs to be done to cover annual leave and instances where advance preparation is required. Such a simple requirement - why is this not available in 2022!