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.
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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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James Chandler commented
This seems like such a basic feature I'm very surprised it doesn't exist! It's extremely frustrating having to set manual reminders to do a task that could so easily be automated.
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Luke Grayson commented
@Derrick Murphy, correct, the situation at present is as follows:
You can create an invoice and set an "Issue date". At first glance, it appears that this would control when the invoice is "issued/sent". Instead, the "Issue date" merely controls the "Invoice Date" on the invoice. Moreover, when you click the "Approve & email" button, after making any adjustments to the editable email template, you click the "Send email" button, which sends the email and attached invoice immediately.
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Derrick Murphy commented
To clarify, are we saying that as things stand, you cannot schedule an invoice email routine within Xero itself for a predetermined date and time i.e. you can only create/approve an invoice but have to login still to send it manually?
I'm surprised that a modern accounting system like Xero will not allow you to send invoices at a future date as part of an automated workflow. I'm due away on holiday, and don't want the hassle of having to remember to login on a certain day and time just to send one important invoice. In my case, I don't want to batch send invoices on different dates, merely send one invoice on a specific day and time that's within normal business hours. Thanks.
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Bill Howard commented
Yep will be a very useful feature to have. ***** on with it!
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Jonny Roverts commented
100 percent need this feature. I like to get drafts done up as soon as I know what jobs I am required for. Then I tend to forget to send it when it is due. If I can load it to be sent but edit if mobs are canceled and know it will go out at then end of each week would be amazing.
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Claire Fortune commented
We'd really appreciate this function as well - we are new to this system and I thought this kind of functionality would be a no brainer - please keep us posted on the progress!
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Sejas Patel commented
Whilst this is a very useful feature, it would be half done if only allows scheduling of email-based invoices. I really hope you look into subscriptions as an extension of this feature. I can see tremendous value in that for small businesses to create plans and charge customers periodically (weekly/monthly/quarterly/yearly).
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Belinda Youell commented
Can we schedule a TIME as well as a DATE please?
I'd love to be able to send them at 5pm/End of Day. -
Hannah Steward commented
Being able to schedule a long term recurring invoice to include the exact details required each month would be great instead of having to remember to alter each month!
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Peter Boland commented
Great idea
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Lester Mulder commented
Yep. We need this. Yesterday!!
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Tracey Hibbert commented
Can Xero create a "Delayed Send" function for the Remittance advices?
As a school we often set up a batch payment and load this to the bank prior to the payment date - this is due to holidays, or the boss being away during actual payment time. This can sometimes be a week prior. To send the remittance that early creates confusion for the customer, and its often forgotten at the other end due to work load.
I'm sure this would be helpful for other buisnesses as well.
Many thanks -
Sue Fraser commented
This feature would be life-changing! Please implement it ASAP. It would save a lot of headaches for me, and would be a better experience for my clients. I don't want my clients to receive invoices too early (looks like I'm desperate), and I don't want them to see I'm sending invoices at midnight either (looks like I don't have a life!) In fact, clients end up receiving invoices a little late, and that looks like I'm inefficient. So I would LOVE this feature.
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David Boyes commented
Yes please, the ability to create an invoice immediately after the job is complete and fresh in my mind, but have it sent the day my employer processes the monthly invoices (so they don't lose it) would be a huge asset.
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Julian Mitchell commented
Feature would be extremely useful
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Jarman Stephens commented
Yep, feature would be great.
I don't want to have to create a recurring invoice for the purpose of sending one invoice at a later date.
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Claudio D'Avanzo commented
It shouldn't be hard to add to the software. It's one of the first things I needed, given that invoices are often done after hours, and it's not great to send them in the middle of the night. So many people have been asking why this is not available yet.
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Shannon McMonigal commented
yes! We have to send invoices on the day of delivery but we enter the invoices on the day of dispatch, a schedule send would be a life saver!
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Katie Kaczmarski commented
This would be a HUGE benefit. Being able to build the invoice over time and have it scheduled for the appropriate date would be amazing.
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Warren Hill commented
Recurring invoices does not allow for each to be unique which this would resolve.