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.
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here as soon as we have more news to share.
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Bhavin Rawal
commented
Hi Everyone,
We just launched https://calendrio.app and we think Calendrio can help with this.
Calendrio allows you to schedule multiple emails for each customer for a specific time in their own timezone. So, for example, if you have a Customer1 in New York and Customer2 in San Francisco, you can send them an email reminder 2 days before the invoice is due at 8:12am, on the day the invoice is due at 11:15am and 1 day after it becomes past-due at 5:30pm.
And they will receive those reminders at those times in their timezone!
If the payment comes through, no future reminders will be sent.You'd be able to include a custom subject and message and include auto-generated beautifully designed card that would have all the details of the invoice and a link to directly open client facing version of it on Xero. So your clients can view, download or pay the invoice directly from the invoice reminders.
Calendrio also helps you share a payment calendar with your clients that will help them never missing your payments in first place! This client payment schedule calendar will update instantly when you send a new invoice with them and will have all the details and a link to pay the invoice, right on the calendar!
(Btw, you can also get your own payment calendar with all your invoices and bills across all your customers and vendors to stay up to date on your AR and AP. You can also share this calendar with your team members. And also create dedicated view for AR or AP teams.)We are really excited to share this with Xero community. And eager to iterate on it to get your feedback in improving the design and overall experience.
Please feel free to get yourself a free account on https://calendrio.app and give it a try. If you'd like me to walk you through the experience, you can schedule time with me using this link:
https://calendar.app.google/dU2YGa8qojFPJApZAThank you,
Bhavin Rawal
Creator: Calendrio.app
Founder & CEO, RCloud Labs -
Emily Wiseman
commented
Unfortunately, Xero hasn't kept up with functionality for its growing customers and still has a 'one-man' band software. I use this for a 300+ customer nfp and also a charity, which is considering moving as Xero cannot meet our needs. Very disappointing and sad given how exciting it was back in 2018!
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Bee Hesketh
commented
We are now paying almost double what we started out paying Xero over 5 years ago, and we are still unable to automate the sending of our invoices because the UK isn't Xero's default timezone.
This is a vital feature.
Please include repeating invoices in this: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45048526-repeating-invoices-schedule-a-specific-time-for
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Luke Grayson
commented
Yeah I hear you @Nick Courtney-Jones! I was stoked with Xero when we started using it but it's nearly tripled in price since we came on board in 2018! They muck around tweaking stuff that has zero value to most, add features that not all businesses use and structure their tiers such that many are forced to use the expensive ones just to get basic functionality.
We are on a limited timeline if the price keeps going up. Will have to look for an alternative.
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Nick Courtney-Jones
commented
Quiet poor how this is still not a thing in Xero!
Its quiet a basic function that should have been baked into the product on launch.
Your customers should not have to be forced to use and pay additional 3rd Party services to get such basic functionality.Lack of basics like this and quality of life improvements to the underlying product is is completely turning me off from Xero given the consistent creep in the price that is being charged. Value prop is totally slipping away.
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Bee Hesketh
commented
This is also an issue for repeating invoices. In fact, it is our main issue with this. Our repeating invoices get sent out at 2am. So we have to manually send all of our invoices during working (or waking hours) to avoid this.
Please also apply this to repeating invoices.
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Flo Coulter
commented
This would be ideal for sending invoices and also payslips especially for when travelling as network issues don't always allow me to log in.
So glad to hear this is in the pipeline -
Jemma Balmer
commented
Adding my voice to the pile here - this seems like such a basic feature that so many people are crying out for. When the work is done, it would be fantastic to sort everything in Xero and know it's going to be sent like a scheduled email. Please please please, prioritise this. It would make such a big difference to my workflow.
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Bee Hesketh
commented
We have been waiting years for this. We have to manually send all of our invoices because otherwise they get sent at 2am which is so unprofessional.
I don't understand why it isn't already setup on a country by country basis. We are all paying the same subscription, but we don't all receive the same service depending on timezones.
Please make it possible to at least only send emails during working hours on working days.
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Kim Inman
commented
Please, please, please make this a priority. As you can see, the people have voted and we need this feature asap!
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Emily Singh
commented
Really keen for this one. I work part time and often one off invoices need to be sent on specific days. Luckily I am able to login and send them when needed, but it means having to login on my days off, instead of scheduling them all during my work hours.
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Freshlink Finance
commented
Would also be helpful for sending Remittances and also Payslips at a later date.
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Daniel Harcombe
commented
Thanks Kelly!
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Gordon Lyon
commented
I'm glad to hear this is now at least "in discovery". Part of the work toward scheduled-send is saving the email text and recipients, and I hope Xero implements that aspect in general. Right now if I leave the send screen to change something on the invoice and then return to send, I need to retype all of this. Same thing if I decide to send it to another person later. Or if I copy it to another invoice later for the next year (or month's) payment. If the text and recipients were kept, this would all be much easier. And it's a logical first step toward implementing scheduled-send.
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Melanie Pearce
commented
Please enable this function for payslips while you are working on it.
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Nathan Kershaw
commented
Just a reminder that this remains key missing functionality. Hey, even PayPal on their free tier allow scheduled sending of invoices!!
I make do with draft invoices, which I clear at a convenient time. But that is really quite inferior.
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Edward Kay
commented
Hi Xero,
Before any work on this, please address https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960536-xero-mail-send-as-company-name-com-not-message first.
Email sending features in Xero are useless until this is resolved.
(If you are following this issue, please upvote the linked email issue.)
Thanks
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Rory Scarffe
commented
any update as this feature should be standard? also sending of monthly scheduled statements is needed
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Marita-Jane O'Donnell
commented
It is hard to understand why Xero is so slow to implement such a simple request and only now is moved to : "Under Review". This has been raised time after time.
It is obvious due to the number of comments that Xero's clients see this as very important to their business.
Xero increase fees expecting customer loyalty, without providing value for money. You would think in the current market they would listen to their customers.
The ability to schedule emails is integral for small business.MYOB appears to provide more small business friendly functions like these and have for a long time.
Make you think.... -
Gordon Lyon
commented
It gets worse--now Xero is simply closing comments on the popular simple ideas that they don't want to implement. They closed comments yesterday for "Quotes - Title and Summary to flow through to Sales Invoices". Xero seems to have unlimited time and money to implement trendy AI bells and whistles, but has no interest in "boring" core functionality. We should be able to specify the date/time to send transactions AND Xero invoices should have a title and summary just like quotes do.