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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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.
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Annie Romanos
commented
Excited to read the update yesterday from Diya Jolly, Chief Product Officer, as was expecting to see this much supported idea (619 votes) finally be implemented.
Instead, a product idea with 210 votes, "Speed up invoices in the Xero Network", was announced.
@Hannah G/Admin, you said in January 2024 "Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread". But it's reasonable to assume that the feedback isn't been monitored, or, worse, not a priority to Xero the organisation, even though it's a feature, albeit basic, that your client base wants and needs.
Can we please get a response from Xero on this. It's almost unthinkable that there still isn't a basic "schedule invoice in advance" feature. Or is there and 619 of us have missed something?
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AdminAlex Trujillo
(Admin, Xero)
commented
While recurring invoices currently exist in Xero, it would be valuable to have functionality that allows users to schedule one-off invoices for future dates with flexible send times.
Example:
A user creates an invoice today for a job scheduled on August 20, 2025.
Once the job is completed, the invoice should be automatically sent at a pre-set time such as:
- Immediately after job completion
- By the end of the same business day
- First thing the next morning
This would help service-based businesses streamline post-job billing and reduce manual follow-up, while maintaining accurate timing for customer communication and cash flow management.
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AdminAlex Trujillo
(Admin, Xero)
commented
While recurring invoices currently exist in Xero, it would be valuable to have functionality that allows users to schedule one-off invoices for future dates with flexible send times.
Example:
A user creates an invoice today for a job scheduled on August 20, 2025.
Once the job is completed, the invoice should be automatically sent at a pre-set time such as:
Immediately after job completion
By the end of the same business day
First thing the next morning
This would help service-based businesses streamline post-job billing and reduce manual follow-up, while maintaining accurate timing for customer communication and cash flow management.
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Luke Grayson
commented
Lovely. Got the email yesterday to inform us that the price is going up another $8. Annual price increases but no new notable functionality and no attention to things customers need. I'm starting to look for alternatives.
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Jonathan Bird
commented
+1 for wanting a schedule invoice email function.
Since it's been on request for 10 years I'm not holding my breath sadly...
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Alistair Loaker
commented
I would simply like to be able to set an invoice that is not a recurring invoice to be sent on a day that I schedule it to be sent. This means I could set it up and then forget about it, rather than manually having to come back and send it.
Also, I would like the service description on recurring invoices to update automatically each month to save having to manually change it each month, e.g. Digital Services 1st Aug to 31st Aug to change automatically to Digital Services 1st Sept - 30th Sept when the new recurring invoice is sent out in September.
These two things would save me a load of time if they were automated instead of me having me having to manually change them every month.
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Kim Inman
commented
When emailing out invoices can you please add a 'schedule date and time selection'. This would be a really helpful tool for preloading invoices into the system, especially for staff leave coverage.
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Luke Grayson
commented
@Hannah G, is there a progress list somewhere of requested features? There are a lot of frustrated customers here (including myself) and I expect for some of us, some of that frustration could be mitigated were we able to see progress. Even if it wasn't a feature request I had voted for, to know that the team was working on some requested feature(s) would be of help.
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Debbie Mills Robertson
commented
Can you let us know an update on when this feature will be available please!
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Deborah Jeffray
commented
This is one of the most fundamental features an accounting system could have. There are several thousand people who have requested this feature and yet you just ignore them.
You make other features that a huge amount of us don't even care about. It is so hard to get any help from you which I find appalling Directing people to an online forum is a cop-out. This is such a shame as for the most part, you have a brilliant product.
Might you please explain why other online accounting systems have this capability but you won't entertain the idea of making it happen in Xero?
As per usual, I don't expect a reply.
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Zhi Li
commented
We need this function to make our job much easier!!!! Please do!
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Paul Waring
commented
This is a function that would greatly benefit our business, which would save time and give us the ability to raise invoices in advance especially when staff are away or unable to work.
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Nick Jolliffe
commented
Waited years for this very simple feature to be implemented, and it seems that Xero are only interested in making more and more money without investing anything in their product.
Fortunately, Free Agent has this feature as well as many others that make running a small business much easier (It might not work for everyone, but I expect it will for everyone who has asked for this). 10% off with the link below (if its still there!):Edited by community admin to remove content which conflicts with community guidelines
(Edited by admin)