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
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here as soon as we have more news to share.
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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.