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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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  • Rode Filgueira Ponce commented  ·   ·  Report

    Hi, this is even more useful when your date for sending invoice is a on a bank holiday or if you are a freelancer and you want them to be sent while you are off/annual leave. It is a necessary feature and it seems silly that we will have to prep invoices and download them in pdf and then schedule emails to be sent.

  • Ana Labosky commented  ·   ·  Report

    how hard is it to add a function to the invoice to be able to schedule the email for future date. Gmail does it.

  • Diana Tucker commented  ·   ·  Report

    Totally agree. I would love to be able to set up an invoice and add 'send on' dates for those that are variable, but regular sends. I don't particularly want to log in on the 30th 31st Dec or the 1st jan - but I can't see any other way. At this point, I'm beginning to wonder why we moved to Xero.

  • Luke Grayson commented  ·   ·  Report

    Come on Xero, the earliest comment on this thread is 2012. As a web and software developer I do understand that sometimes things aren't as simple to implement as it may appear to an outsider, but you've implemented a whole bunch of unnecessary things like the new interface in the meantime. I think I speak for a lot of people when I say, "We really don't care about the new interface - the old interface was completely fine." You keep increasing the costs without adding new functionality. Slicker UI's aren't important. How about looking at some of these fairly basic feature requests instead?

  • Anastasis Kokkinos commented  ·   ·  Report

    In response to Tim's comment, I have already falling into this trap thinking that the all singing all dancing Xero would have this most basic of features.

  • Tim Cox commented  ·   ·  Report

    In the meantime, it's not clear from the interface whether setting an issue date into the future is connected to when it will be emailed.
    People could easily assume setting a future date, then hitting "approve and email" will mean it goes out on that date (why *wouldn't* that be how it works, really?)
    I had to Google it and find community threads of people asking the same question.

  • Kris Kelso commented  ·   ·  Report

    I would like to be able to create an invoice, approve it, and then schedule it to send out on a future date.

    Currently the only way to do this is with repeating invoices. However, if I have a series of invoices going to the same client, but with different details (items and amounts), then I have to set up an individual repeating invoice for each instance, and set each one to send only once. it would make more sense to just be able to create a single invoice and set a "send on" date.

  • Anastasis Kokkinos commented  ·   ·  Report

    Rereading all the other comments I cannot believe this is still outstanding.

    I also cannot believe Xero was recommended to us as we were using QuickBooks in the UK for many years which for my money is far superior because you get telephone support you can schedule invoices and you can do stage payments.

    Xero Is costing us double what QuickBooks costs and we're told to use a third party app to make these things happen, Is this just a cartel trying to milk us for all the money they can.

  • Kristy Wells commented  ·   ·  Report

    Under review? This should have been a matter of 'good idea - let's implement it', not a year's worth of review and no action.

  • Anastasis Kokkinos commented  ·   ·  Report

    I cannot believe how many fundamental, no brainer things that Xero lacks. This to me I would have thought was a fundamental item for invoicing.

    This product is expensive and despite the rave reviews as a non-accounting person I think it is sadly lacking in basic functionality.

  • Kasia Gazeas commented  ·   ·  Report

    I often whip up an invoice a few days before it should be sent. It would be wonderful to have the option to "Schedule" or "delay" SEND, like with Outlook...
    Click schedule send, pick the date, confirm and forget about it because it goes out to the customer when you want.

    This shouldn't be confused with repeat invoicing... just a once off invoice.

  • Victoria Hibbs commented  ·   ·  Report

    Really looking forward to having to jump on in my holidays to send payslips and invoices because you haven't sort ted this yet - elementary! 🤬

  • Marita-Jane O'Donnell commented  ·   ·  Report

    We are considering changing to another platform. Do not understand why this was not a priority considering most of the competition has had this feature for a long time.
    Please make this a priority...

  • Ian Lyne commented  ·   ·  Report

    Frustrated new customer, just finding out this feature isn't included in xero yet??? Coming from another much cheaper platform which had this feature I'd say it an essential requirement for any new-age invoicing app!

  • Mikael Zarb commented  ·   ·  Report

    This is a very great feature to have. I would like the ability to schedule my invoices to be sent on a specific date and time.

  • Lindsay Matheson commented  ·   ·  Report

    Particularly in light of the new legislation regarding contacting staff outside of working hours.

  • Freya Pieroz commented  ·   ·  Report

    I have eight separate client payruns that are due between Christmas this year and when I get back into the office again. I'd really like to be able to schedule the sending of payslips so that I don't have to log in while on annual leave (which is illegal for an employer to require in Australia) to send the payslips within one day of the various paydays (which is a legal requirement in Australia).

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