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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Jack Benda
commented
This would be a significant help for me and my business
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Donna Humphreys
commented
Not only to be sent, but I would like to prepare future one time sales invoices without the invoice number being created until the actual day. We're using Xero in Spain, and it's illegal to skip and invoice number like this, as it looks like we're backdated other invoices
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Bryce Ireland
commented
My idea is simple - a function similar to Gmail and Outlook where you can schedule the time to send your quote/invoice.
This will benefit many small business owners who work late nights or early mornings, it will make you look more professional sending a quote/invoice during business hours.
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Victoria Hibbs
commented
Crazy this isnt available
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Accounts Communic8
commented
Yes, please add this feature. It would help me sleep better at night! :-) Seriously, I do not understand why this feature does not exist. Think about all of us who go on vacation and want to know that invoices will go out as planned.
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Victoria Hibbs
commented
please - this is a really simple request
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Victoria Hibbs
commented
This needs to be done to cover annual leave and instances where advance preparation is required. Such a simple requirement - why is this not available in 2022!
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Accounts at Play Well Perth
commented
Please, please, PLEASE add this feature Xero! This would make a world of difference to our business and that of others by the sounds.
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Bruce Cooper
commented
As a small business this means I can set them to be sent if I am away at the end of the month and not have to worry about logging in while away!
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Karen Bennett
commented
Without setting up repeating invoices, would like to be able to schedule stage payment invoices from a quote and email out at scheduled dates.
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Karen Evans
commented
we have stage payment and it would be so useful to be able to set them up at the beginning of the project rather than having to set ourselves reminders to do them later
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Jacqui Dexter
commented
I didn't know about this page until just now - the help advisor directed me here after I sent this:
Is there any way on Xero to schedule the emailing of multiple invoices? For example, when there are large contracts for work spread out across a period of months, I raise several *predated* invoices, one for each month and I send all them to the client's customer. If it was me getting them, I could easily put them in Xero with the relevant advance dates on and it would be fine. But...the client's customers want them sent in the month they are dated for. Because there may be several customers like this, I would have to keep a spreadsheet of which invoices need sending on various dates across the months, which is time consuming and a lot of extra work. The work and costs for each of the customers are different each month, so they aren't 'repeating' as such. So, my question is... I need to schedule the sending of multiple invoices in advance - is there anything in Xero that could help me with this? I've looked but can't see anything obvious, maybe there is a workaround that you know about?
The Xero response was (long story short) no, it can't be done. Scheduled email sending can be done in Outlook for Windows though, so that's what I'll be doing in the absence of an in-Xero solution.
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Alison Curryer
commented
This would be an extremely valuable feature within Xero for our business.
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Michelle Smith
commented
We had the same problem, now we have an awesome team of Virtual Assistants who send out all our invoices on the date we want them sent. We tried the external app recommended but it didn't work. This is the best way. Contact me at Virtual Assistants Australia if you'd like more info.
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Eleanor Russell
commented
Can't believe this still hasn't been solved - Xero is great for a small business until you realise you need to have full time accounts person to click send on the invoices!
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Kathryn Mason
commented
Beyond critical for small business owners!
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Hannah Lethbridge
commented
This is vital - please add it ASAP!
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Admin at Play Well
commented
Please add this feature!
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Carly Ward
commented
Was this really suggested TEN YEARS AGO and still nothing?
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Louise Darby
commented
Come on Xero, this is basic, we all work evenings / weekends to do invoicing, but we don’t want invoices going out at 11pm on a Sunday! Basic