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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Accounts at Play Well Perth commented
Please, please, PLEASE add this feature Xero! This would make a world of difference to our business and that of others by the sounds.
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Bruce Cooper commented
As a small business this means I can set them to be sent if I am away at the end of the month and not have to worry about logging in while away!
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Karen Bennett commented
Without setting up repeating invoices, would like to be able to schedule stage payment invoices from a quote and email out at scheduled dates.
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Karen Evans commented
we have stage payment and it would be so useful to be able to set them up at the beginning of the project rather than having to set ourselves reminders to do them later
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Jacqui Dexter commented
I didn't know about this page until just now - the help advisor directed me here after I sent this:
Is there any way on Xero to schedule the emailing of multiple invoices? For example, when there are large contracts for work spread out across a period of months, I raise several *predated* invoices, one for each month and I send all them to the client's customer. If it was me getting them, I could easily put them in Xero with the relevant advance dates on and it would be fine. But...the client's customers want them sent in the month they are dated for. Because there may be several customers like this, I would have to keep a spreadsheet of which invoices need sending on various dates across the months, which is time consuming and a lot of extra work. The work and costs for each of the customers are different each month, so they aren't 'repeating' as such. So, my question is... I need to schedule the sending of multiple invoices in advance - is there anything in Xero that could help me with this? I've looked but can't see anything obvious, maybe there is a workaround that you know about?
The Xero response was (long story short) no, it can't be done. Scheduled email sending can be done in Outlook for Windows though, so that's what I'll be doing in the absence of an in-Xero solution.
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Alison Curryer commented
This would be an extremely valuable feature within Xero for our business.
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Michelle Smith commented
We had the same problem, now we have an awesome team of Virtual Assistants who send out all our invoices on the date we want them sent. We tried the external app recommended but it didn't work. This is the best way. Contact me at Virtual Assistants Australia if you'd like more info.
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Eleanor Russell commented
Can't believe this still hasn't been solved - Xero is great for a small business until you realise you need to have full time accounts person to click send on the invoices!
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Kathryn Mason commented
Beyond critical for small business owners!
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Hannah Lethbridge commented
This is vital - please add it ASAP!
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Admin at Play Well commented
Please add this feature!
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Carly Ward commented
Was this really suggested TEN YEARS AGO and still nothing?
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Louise Darby commented
Come on Xero, this is basic, we all work evenings / weekends to do invoicing, but we don’t want invoices going out at 11pm on a Sunday! Basic
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Taylor Greene commented
This is the last critical piece to sending worry free invoices.
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Cathy Klouwens commented
Yes I agree as feel like this is a basic and vital user function that is currently missing and would appreciate feedback on where this is at from the Xero team please.
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Amelia Lee commented
Please enhance and execute this feature as make things easier
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Joe Pettican commented
Would majorly improve efficiency, seems like a very basic function is missing!
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Cathy Klouwens commented
The ability to schedule one off invoices would absolutely be a game changer to increase the efficiency of our team. Currently we have to make a note to go back and send the invoice on the date we would like to - not very efficient for our work flow and there is room for error in this method.
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Accounts - South Pacific IT commented
This would save me a lot of time.
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Aaron Lightstone commented
Some clients check their e-mail at night some dont.
When I create an invoice late at night I want to send it so I dont forget, but I may not want my clients to know I am working and sending e-mails late at night.
So Delay send unill 8 AM would be a critical feature.