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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Tori Matson commented  ·   ·  Report

    I agree - We would like to be able to choose what day & time reminders are sent each week to ensure that processing is up to date (currently we process all transactions once per week on a Monday).

  • Fiona Bellars commented  ·   ·  Report

    It would be good if we could select a time that Xero sends out automated invoice reminders. Currently in the UK this is between 4am and 8am. Our clients are private individuals that don't appreciate being woken by an email at this time!

  • Shannon Shull commented  ·   ·  Report

    Please bring Xero up to current standard features other ERP systems offer.

  • Luke Grayson commented  ·   ·  Report

    @Kristi Barrow, it's hilarious eh. I have wondered the same thing many times...

  • Kristi Barrow commented  ·   ·  Report

    Idea shared in 2012 it’s now 2022. No comment from Xero.

    What is the point of this forum?

  • Rick Schultz commented  ·   ·  Report

    We sell counselling packages with several sessions over 3-6 months. Each invoice is imported from Cliniko (our practice management software) so the set-up is already done; I can't really make changes once it's in Xero, except (hopefully) to schedule the invoice to send the day before the session.

  • Karen Evans commented  ·   ·  Report

    This feature is getting a lot of support and attention, is this something that is possible Xero?

  • Nicole Willis commented  ·   ·  Report

    I am the only one in the invoicing department for my company currently that has the understanding/ability to send out the invoices so it means I constantly have to work on my annual leave to ensure invoices go out on the correct date (for example Monday 19th and Tuesday 20th of this month I am on leave but will still have to work due to this function not being available).However if I could schedule them to go out on a certain date that would mean I can go on holiday and not have to worry about logging in to do this task.

  • Johanna Neuke commented  ·   ·  Report

    Very important as our accountant is not a full time employee. Please add feature, shouldn't be too difficult, if it's already possible at another stage...

  • Nadia Gallen commented  ·   ·  Report

    When can we expect to get this feature added XERO.

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