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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Scott Matthew commented
I am the director of a web application development company and we get feature requests for our software which would make small parts of the systems a whole heap better. Often though, these requests are made without an understanding of what it would take to incorporate them into the software or of other more important areas that we need to work on. We use Xero but we're not affiliated with them in any way. They are a good company and theirs is a good platform. While they might not be working on this exact feature at this precise moment, I'm sure that they are working on other areas of the software for the overall good of the product and for their client base. No software is perfect, and MYOB and QuickBooks will no doubt also have feature requests which some of their customer base are frustrated at not having had implemented yet either. Hang in there, I'm sure this will come.
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Ryan Todd commented
9 years on and still not done. Xero is really pathetic. What's the point of having this community forum to add ideas if they don't get actioned.
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Usame Esendir commented
Both, myob and quickboooks has this feature.
I'll discuss with my accountant if it is possible to switch.
This is an easy and quick work, still not sure why xero is ignoring it. -
LL Babic commented
Does anyone know if MYOB offers this feature?
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Luke Grayson commented
Xero's price keeps going up, but, like Robin, I too haven't seen Xero add anything of value. UI redesign? Meh. I don't care. The old interface was completely fine. But a feature like this would ACTUALLY be of value. What exactly are the dev team doing? Why does the price keep increasing?
I am also seriously considering jumping ship. It's getting to the point where I can no longer justify the cost.
I don't actually even know why I'm posting here. These threads have made no difference to the product...
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Hayden King commented
Been waiting for this and so many other valuable features for so long. Sick of waiting and ready to leave.
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Robin Zaragoza commented
Been asking for this for years. As a small business who does my own invoicing, having to manually send out for invoices adds way more admin than I can handle and I'm tired of waiting for a very basic feature to even be considered by Xero instead of being released. I honestly can't say that in 5 years of using the software, you've released any new features of value to me.
No more waiting. I've cancelled my subscription and moved onto another solution.
I'm sure I'm not the only customer you're losing because of the lack of responsiveness to what your customers need.
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Geoff Schmidt commented
This would be useful for payslips out of payroll. For example, you run payroll on a Friday but the pay week ends Sunday and tyhe payment is made Monday. It would be good to schedule the payslips email to be sent on the Monday.
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Donna Wingell commented
It would be really useful if you could schedule the approval and sending of a one off manually created invoice. For example I have just created one now that is dated 6 June and wants sending on that day so I would love to be able to schedule this to do it automatically on 6 June.
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Susan Christie commented
This would be super helpful. I'm the only one in our company who sends invoices so none are sent when I'm holiday. I can't send them early so it would be great to schedule sending at a later date. Thanks
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Jessica Long commented
Is it possible to put in a development request to have the time the invoice reminders go out to between 7-9am in the timezone of the organisation? We have now had multiple complaints from clients.
With it being standard practice for staff to have email address on phones, they are saying they are being woken up from the many email reminders at 4-5am coming through on their phones.
One of our customer gets over 10 invoices per day so that is a lot of reminders each morning. Unfortunately, the customer is an on-call mechanic so turning his phone onto silent is not a suitable resolution
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Nichole Sepulveda commented
This would be super beneficial also for sending out invoices that are future dated. Having future dated invoices in can help forecast cash better. Without the scheduling email function, I have to keep the invoices as drafts because I need to know which ones still need to be emailed on the day they are dated.
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Damian Clark commented
Try trimly.app which has this feature inbuilt to send within working hours
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Damian Clark commented
https://trimly.app/ sends invoices at 9am local time and on repeating invoice schedules, individual invoices can have the date changed so they're not dated on the weekend too.
Heaps of other things that we're building in here too like forecast invoicing from the repeating invoice schedules -
Joe Pettican commented
An essential feature, really surprised it doesn't exist already! We would certainly benefit massively from adding this to Xero, please do!!
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Carter Threatt commented
This would be a wonderful feature to have, not only for when I am working outside of normal business hours but also for scheduling emails to when customers are more likely to see them quickly, for example sending it during the working day for business-to-business sales and scheduling them after working hours when consumers are more likely to be on their devices.
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Karen Barnes commented
This is a much needed improvement especially now that so many of us work remotely at odd hours. It's unprofessional to be emailing invoices to clients on the weekend or late in the evening and a real nuisance to have to schedule our work to accommodate the inability of the system to schedule those emails to be sent at a specified time.
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Kathleen Magon commented
Yes I would love this functionality to be added
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Sarah Blangiardo commented
I would be so fantastic, as I travel for work and am different timezones so a scheduling system would be ideal for me. Please keep reviewing this.
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Denise Milner commented
Being able to schedule invoices would be a fantastic feature. Particularly when going on leave, it would be great to be able to pre-enter invoices & schedule to send at the appropriate date. Please bring this in!!!