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.
AdminXero Team
(Admin, Xero)
shared this idea
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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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. -
Fiona Brownlee
commented
To be able to schedule a one off invoice to go at a certain date in the future that is not a repeating invoice.
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Catherine Carvel
commented
This would be a really helpful feature - please can it be introduced
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Nadia Gallen
commented
would love this feature. Any progress on this since 2012. come on guys. help us out.
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Paul Cowling
commented
This feature should be standard.
I would like to see this implemented asap so that I can raise invoices that will be sent to my clients on the date as stipulated in our service agreement/s.
We use the repeat-invoicing feature for static billing, but for dynamic services, require this feature so that I am not sat building invoices on a weekend when the dates fall that way. -
Annie Romanos
commented
Notice this idea was flagged in 2012. Any progress a decade on? This is a fairly standard capability in most apps these days.....
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Robin Zaragoza
commented
Please add this! It's pretty standard to be able to schedule things like emails to go out in other platforms. This should be pretty straightforward, and super helpful for those of us that have invoices to send out on a monthly basis that don't have the same charges every month.
And just to be clear, the use case for me is NOT that that I look unprofessional. It's that I know in advance of a month finishing how much I need to charge a client, but it's not the same as the last month. It's hard for me to predict exactly when I will know the charges for the month - sometimes it's at the beginning of the month, sometimes the middle. To get it off my plate, I create the invoice the minute I know, but given my contract says I will send invoices at the end of each month, I need to send it according to that timeline. So I'd like to be able to create and approve the invoice in the middle of the month, and then schedule it to be sent according to the contract terms.
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AdminXero Team
(Admin, Xero)
commented
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.