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.
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this feature may be expanded to other features overtime.
I'll be back to let you all know when the invoice scheduler is live to everyone.
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Thomas Bidaux
commented
Would love to be added to the testers pool
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Lucas Possamai
commented
I'd like to be added to the trial for this feature, please.
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Audrey Gardner
commented
Can you please add me to the trial users list? Thanks
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Melissa Morton
commented
I would also like to be part of the trial. I think this feature is long overdue for such an essential app as part of a business. Especially small businesses who don't have 'accounts staff' to issue invoices on planned dates. In this day and age, this feels like an oversight in development.
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Marita-Jane O'Donnell
commented
Hi,
I agree with Vicky.
I would also like there to be a list of invoices scheduled on the Sales overview screen by date, due date, customer, amount and then you could see what invoicing is planned for next month.
Also, it would be helpful to be able to see the email that you are planning to send in case you need to amend it, or for other users within the business to access it.Also can we get early access too.
Thanks. -
Sarah Kavanagh
commented
Is it also possible that we get early access too?
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Proiekt Team
commented
Now with the AI Agents is not needed, we are already doing scheduling the agent.
Thanks for make us 6 years or more and when we solved now you give an answer.
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David Worsley
commented
Would I also be able to added to the trial users list? This is a long needed feature. Thanks!
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Vicky Wadsworth
commented
Wow this has taken so long; I noticed that it was first mentioned over 4 years ago.
I would like there to be a list of invoices scheduled on the Sales overview screen by date, due date, customer, amount and then you could see what invoicing is planned for next month.
Also, it would be helpful to be able to see the email that you are planning to send in case you need to amend it, or for other users within the business to access it.
Thank you. -
Freya Pieroz
commented
I customise the invoice emails with things like what the invoice is for - if it's for a particular month, a particular project, or which progress payment number it is. Right now, the only way to do that while scheduling the send ahead of time is to send the invoice to self and schedule the forwarding in my external email program, which is a stupid workaround that won't work for all email programs (and also requires me to leave my computer on and Outlook running if I want the scheduled email to send when I'm on holidays - that also depends on your settings, apparently there's ways to get around that in some versions)
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Naomi Coe
commented
Is it possible to request early access to this feature, or please can you confirm when it will be generally available.
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Ed D'Arachy
commented
Loving this feature. Thanks Xero. But like others have mentioned, it would be great to be able to bulk schedule email sends for multiple invoices at once. I typically invoice 100+ invoices on a term-by-term basis and to go into each one individually is a pain.
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Melanie Pearce
commented
The payslip send function is as important as the invoices for payroll employees due to FairWork requirements. I am sometimes logging into Xero for the sole purpose of sending payslips with 24 hours of payday as per legal requirements. Can you please add this to the roadmap?
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Kirsty Scales
commented
I am LOVING this schedule send function. But my staff still only have the SEND option with no opportunity to schedule. When will they be able to use this very handy feature?
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Bee Hesketh
commented
Will this ever be applied to repeating invoices? Ours get sent out at 2am which is super unprofessional and means we can't automate them, so have to manually send them every month. Really frustrating.
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Alexandra Smith
commented
How do we get added to the trial please?
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Lucas Possamai
commented
Xero currently supports repeating invoices, but there does not appear to be a way to schedule a single, one-off invoice to be sent automatically on a specific future date and time.
The requested feature is the ability to create and approve an invoice in advance, then choose a scheduled send date and optional time. For example:
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Create invoice today, approve it now, but send it automatically next Monday at 9:00 AM.
---This would be useful for businesses that prepare invoices ahead of time but do not want to manually remember to send them later. It would also help when invoices need to be issued at the start or end of a billing period, on a specific contract date, or during business hours.
Ideally, the feature would support:
- Scheduling a one-off invoice to be emailed on a specific date and time
- Using the organisation’s timezone
- Editing or cancelling the scheduled send before it is sent
- Showing the scheduled send status clearly on the invoice
- Recording the action in the invoice history/audit trailThis would reduce manual reminders, avoid workarounds using repeating invoices, and make invoice sending more reliable for businesses that invoice clients on specific dates.
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Edward Kang
commented
Could we also have early access to this feature?
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Thea Bonham-Kelly
commented
Hello, are we able to get early access to this scheduling feature please? Thanks, Thea
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Elizabeth Babkenian
commented
Hi There could we have early access to this future please it will be so useful to our business