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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Annie Romanos
commented
Hullo, Xero?
Is there anybody out there?
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Accounts Communic8
commented
I'm so confused by Xero's inability to delivery on this feature. This isn't rocket science, people. And I'm not making an uninformed statement as I'm in the software business, and I know this isn't too difficult to implement. Combining this with another feature request which makes for a very unintuitive solution seems rediculous. Being able to schedule the sending of an invoice ahead of time is such a necessary and basic requirement. Your solution for repeating invoices just isn't appropriate for many reasons. I won't list them as others in this thread have explained the limitations.
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Joe Pettican
commented
Desperately needed, one of the most essential tools that Xero is missing at the moment, and its very frustrating not having it!
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Louise Darby
commented
Pls ! Come on guys this is basic
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Victoria Hibbs
commented
Scheduling of payroll emails, any other client emails and scheduling of invoices is technologically simple in many other platforms. Why Xero cant manage it I dont know. Every month I have to tell people that their payslip arrival does not tally up with the point they get paid. Embarrassing.
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Clive Wilson
commented
Am I reading this correctly that 7-8 years after this idea was originally put forward, only now is it even being considered for development by Xero? How many more years will we have to wait for it to come to fruition, I wonder?
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Clive Wilson
commented
I send a number of clients a regular monthly invoice for the same amount each month, but with slightly different details each time (such as the month in which the work was carried out), so a repeating monthly invoice is no good for me.
However, being able to create all the invoices ahead of time and have them sent automatically on a specified date - which is also what I would need if I were away, seems like an obvious feature to have.
Please include this feature!
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Jo McDonald
commented
Id like a "schedule invoice" feature so it can be sent on a particular date as a one off. Otherwise I have to prep them all and go back in to send them all at the required date. I would use this for annual subscriptions. I cannot just submit as a repeat invoice as the members each year can change. I see others have requested this too so it would be a great added feature to have. Thanks
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Cathy Klouwens
commented
Hi Xero team, can your team please provide a response for the queries on this feature? Is this planned to come into place as a tool for users of Xero? Would appreciate an update from the Xero team on this please as I have, and many others have posted their ideas for why this is needed for each of their businesses. Regards Cathy
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Alan Grech
commented
Very useful feature to have. Sometimes you find yourself light with work and that is the perfect time to schedule invoices... but I realised that the feature does not exist! Hence my vote.
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Amanda Hesford
commented
MYOB has had this basic feature for eons. Many businesses require invoices to be submitted to clients at a certain date to meet contractual obligations.
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Managing Director
commented
Seems so basic, why not an option???
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David Gordon
commented
would be very useful for us as staff have to come in to the office specialy if the month end/begining falls on a non work day
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Rikka Power
commented
I would love this feature!
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Stuart Bennett
commented
This seems needed. How long before it’s processed by Xero?
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Jon Howard
commented
The ability to schedule an invoice and a quote would be very useful
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Gareth & Colette Oliver
commented
Would be a very useful feature for me - how far up or down is this on the XERO roadmap based on the number of requests?
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Sarah Pilling
commented
I would love this. I always raise my bills at odd times, but never want to send them at the time. And then forget to send them.
I use the "schedule send" feature on my inbox ALL the time and would love this. -
Lou Clarkson
commented
I have two invoices that need to be sent on Monday just this month, not on a repeating basis. I have raised and approved the invoice so just need to schedule the send and I can't - surely this would be a beneficial feature to add?
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David Zhang
commented
Please update this function