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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Luke Grayson commented
Come on Xero, the earliest comment on this thread is 2012. As a web and software developer I do understand that sometimes things aren't as simple to implement as it may appear to an outsider, but you've implemented a whole bunch of unnecessary things like the new interface in the meantime. I think I speak for a lot of people when I say, "We really don't care about the new interface - the old interface was completely fine." You keep increasing the costs without adding new functionality. Slicker UI's aren't important. How about looking at some of these fairly basic feature requests instead?
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Anastasis Kokkinos commented
In response to Tim's comment, I have already falling into this trap thinking that the all singing all dancing Xero would have this most basic of features.
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Tim Cox commented
In the meantime, it's not clear from the interface whether setting an issue date into the future is connected to when it will be emailed.
People could easily assume setting a future date, then hitting "approve and email" will mean it goes out on that date (why *wouldn't* that be how it works, really?)
I had to Google it and find community threads of people asking the same question. -
Karen Kennedy commented
Love to see this implemented!
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Kasia Gazeas commented
Hi Hannah G :-) https://productideas.xero.com/users/6244926721-hannah-g
Any chance you have an update for this one?
.... I'm happy to BETA test over Christmas new years :-D just putting it out there.... -
Anastasis Kokkinos commented
Rereading all the other comments I cannot believe this is still outstanding.
I also cannot believe Xero was recommended to us as we were using QuickBooks in the UK for many years which for my money is far superior because you get telephone support you can schedule invoices and you can do stage payments.
Xero Is costing us double what QuickBooks costs and we're told to use a third party app to make these things happen, Is this just a cartel trying to milk us for all the money they can.
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Kristy Wells commented
Under review? This should have been a matter of 'good idea - let's implement it', not a year's worth of review and no action.
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Anastasis Kokkinos commented
I cannot believe how many fundamental, no brainer things that Xero lacks. This to me I would have thought was a fundamental item for invoicing.
This product is expensive and despite the rave reviews as a non-accounting person I think it is sadly lacking in basic functionality.
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Kasia Gazeas commented
I often whip up an invoice a few days before it should be sent. It would be wonderful to have the option to "Schedule" or "delay" SEND, like with Outlook...
Click schedule send, pick the date, confirm and forget about it because it goes out to the customer when you want.This shouldn't be confused with repeat invoicing... just a once off invoice.
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Victoria Hibbs commented
Really looking forward to having to jump on in my holidays to send payslips and invoices because you haven't sort ted this yet - elementary! 🤬
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Marita-Jane O'Donnell commented
We are considering changing to another platform. Do not understand why this was not a priority considering most of the competition has had this feature for a long time.
Please make this a priority... -
Ian Lyne commented
Frustrated new customer, just finding out this feature isn't included in xero yet??? Coming from another much cheaper platform which had this feature I'd say it an essential requirement for any new-age invoicing app!
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Marita-Jane O'Donnell commented
The ability to schedule email invoicing would be invaluable.
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Mikael Zarb commented
This is a very great feature to have. I would like the ability to schedule my invoices to be sent on a specific date and time.
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Lindsay Matheson commented
Particularly in light of the new legislation regarding contacting staff outside of working hours.
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Freya Pieroz commented
I have eight separate client payruns that are due between Christmas this year and when I get back into the office again. I'd really like to be able to schedule the sending of payslips so that I don't have to log in while on annual leave (which is illegal for an employer to require in Australia) to send the payslips within one day of the various paydays (which is a legal requirement in Australia).
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Andrew Tingate commented
Scheduling when emails go out will be very helpful in the modern flexible work world. Invoices, payslips, etc often need to be prepared in advance and then sent out a pre-determined date & time. Often our work requires preparation of invoices/etc in advance due to travel, working remotely, unreliable internet, etc.
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Geoff Schmidt commented
Schedule when payslips can be emailed. Allows payroll to be done in advance (eg, when payroll person goes on leave they could do payroll for a few weeks in advance) but only send payslips when the payroll payment is made.
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John Fitzgerald commented
Need the ability to schedule emails (similar to how some email clients, like Apple mail, can do it). While I might reconcile customer payments or produce invoices outside normal business hours I want to be able to schedule my send of emails to the clients (e.g. invoices, receipts, statements etc) so I can have it send 8.00am the next morning or 8.00 next monday etc..etc.
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Lauren Holloway commented
This would be great so I can schedule progress invoices to go out on the correct date