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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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!!!
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Danielle Smythe commented
I was really surprised to see that this wasn't a feature of Xero, and then disappointed to see how long people have been asking for it. Unfortunately, most of the features I look up which are not yet available seem to be met with the response 'we don't have a date yet to develop this'. Surely the roll out of the new invoicing page would have been the ideal opportunity.
Anyway, thank you to the contributors who have offered work arounds using invoice reminders and one-off repeating templates. -
Navneet Singhal commented
This feature will really be helpful for a small business like mine. Being an owner operator business, at times I get very busy and advance scheduling will really help our business to run smoothly
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Kirsty Scales commented
We only send invoices after the work is done but it would help greatly with admin efficiency if these could be raised earlier and scheduled to send the day following the booked job. It will also allow small business owners to actually go on leave - and this is the market Xero claims to support.
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Steve Morrow commented
Baseline functionality. Crazy this feedback has been ignored for years…
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Michael Warwick commented
Also, as a small business a lot of my bookwork is done in evenings and on weekends, but I don't want clients to know when I am working, last thing I want is a phone call on Saturday afternoon because they know I'm working. Being able to load the invoices up for sending on Monday morning is much better and a standard feature on mail software now.
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Samantha Thorburn commented
This would be fantastic - especially if customers want to do payment plans, you can schedule the invoices to go out on the date agreed
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Hersha Chellaram commented
This feature is important for small business users to issue invoices at the correct days/times. For example, I work on all the accounts mid month and end of the month. I create all the invoices to send on the 5th of every month. It would be great to work on the accounts end of the month, create all the invoices and have them automatically send out on the 5th. Please consider adding this feature!
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Annie Romanos commented
Does Xero genuinely understand how this *basic* feature would help its users?
As one of your users has commented, it’s a minor feature which can be implemented quickly.
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Usame Esendir commented
I work in IT, and this a minor feature which can be implemented very quickly.
Let me know if you need help!!! -
Cathy Klouwens commented
Totally essential function for our business as we have to keep going back and forth into Xero to send and make reminders for our team to move from draft and then to actually send. Lots of wasted time and also the real potential for error of not being sent out at the appropriate time! Please please put this function into place
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Gordon Lyon commented
This would be great! For example I have a large enterprise customer who asks that invoices not even be sent near the end of the quarter as they work to close the books. I think it's a dumb policy, but a delayed send feature would help me accommodate it better. And there are many other cases where I need to send the invoice on a particular day and would like to set it up in advance.