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.
-
Siobhan Casey commented
Why is this not already a feature?
-
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...
-
Nadia Gallen commented
When can we expect to get this feature added XERO.
-
Amy Scott-Thomas commented
So important for a small business
-
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.
-
Jack Benda commented
This would be a significant help for me and my business
-
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
-
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.
-
Victoria Hibbs commented
Crazy this isnt available
-
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.
-
Victoria Hibbs commented
please - this is a really simple request
-
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!
-
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.
-
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!
-
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.
-
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
-
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.
-
Alison Curryer commented
This would be an extremely valuable feature within Xero for our business.
-
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.
-
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!