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 team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
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Sejas Patel
commented
Whilst this is a very useful feature, it would be half done if only allows scheduling of email-based invoices. I really hope you look into subscriptions as an extension of this feature. I can see tremendous value in that for small businesses to create plans and charge customers periodically (weekly/monthly/quarterly/yearly).
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Stephanie Shuster
commented
Ability to create a single invoice in advance and pre-schedule for the day you want it to be sent.
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Belinda Youell
commented
Can we schedule a TIME as well as a DATE please?
I'd love to be able to send them at 5pm/End of Day. -
Hannah Steward
commented
Being able to schedule a long term recurring invoice to include the exact details required each month would be great instead of having to remember to alter each month!
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Peter Boland
commented
Great idea
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Lester Mulder
commented
Yep. We need this. Yesterday!!
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Tracey Hibbert
commented
Can Xero create a "Delayed Send" function for the Remittance advices?
As a school we often set up a batch payment and load this to the bank prior to the payment date - this is due to holidays, or the boss being away during actual payment time. This can sometimes be a week prior. To send the remittance that early creates confusion for the customer, and its often forgotten at the other end due to work load.
I'm sure this would be helpful for other buisnesses as well.
Many thanks -
Sue Fraser
commented
This feature would be life-changing! Please implement it ASAP. It would save a lot of headaches for me, and would be a better experience for my clients. I don't want my clients to receive invoices too early (looks like I'm desperate), and I don't want them to see I'm sending invoices at midnight either (looks like I don't have a life!) In fact, clients end up receiving invoices a little late, and that looks like I'm inefficient. So I would LOVE this feature.
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David Boyes
commented
Yes please, the ability to create an invoice immediately after the job is complete and fresh in my mind, but have it sent the day my employer processes the monthly invoices (so they don't lose it) would be a huge asset.
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Julian Mitchell
commented
Feature would be extremely useful
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Jarman Stephens
commented
Yep, feature would be great.
I don't want to have to create a recurring invoice for the purpose of sending one invoice at a later date.
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Claudio D'Avanzo
commented
It shouldn't be hard to add to the software. It's one of the first things I needed, given that invoices are often done after hours, and it's not great to send them in the middle of the night. So many people have been asking why this is not available yet.
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Shannon McMonigal
commented
yes! We have to send invoices on the day of delivery but we enter the invoices on the day of dispatch, a schedule send would be a life saver!
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Katie Kaczmarski
commented
This would be a HUGE benefit. Being able to build the invoice over time and have it scheduled for the appropriate date would be amazing.
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Warren Hill
commented
Recurring invoices does not allow for each to be unique which this would resolve.
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Danielle Adnitt
commented
The ability to schedule send invoices would be incredibly useful. This would assist with managing processes when staff are on leave as well as ensuring continuity of cash flow as invoices can be forward-dated and sent, ensuring they are not forgotten.
Judging by the community it is a very desirable feature: https://central.xero.com/s/question/0D53m00005lHMyjCAG/can-you-schedule-the-sending-of-an-invoice
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Ann Scandizzo
commented
Invoice Reminders. They are automatically set by xero to be sent out between 4am and 8am. We have had complaints from clients receiving them as early as 2am in the morning which is very unprofessional. I would recommend xero schedule them during business hours or provide a function that we can nominate a time slot for them to be sent.
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Freya Pieroz
commented
@Geoff Schmidt in your scenario (prep payroll on Friday for payment on Monday) it's a legal requirement under the Fair Work Act 2009 (Cwth) that pay slips be sent within one working day of pay day, so technically sending the pay slips on the Friday would be legal (assuming a Monday to Friday working week). If you prepped payroll on Friday for payment on Tuesday, however, it would not be legal (technically) to send pay slips on the day that payroll was prepared.
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Lucilia Powell
commented
Yes, seriously thinking of moving to Quickbooks as well.
The aged statements is another very useful feature that to have I have to use a paid app. It's a disgrace. -
Graham Deck
commented
I should not subscribe to the comments on this issue (or any other) as it just gets me angry. Xero NEVER actually implements any to the suggestions. Years ago I thought that taking the time to provide customer feedback was worth my time. Then after a few years of no response or comments such as "we are putting all our effort into Single Touch Payroll" I realised Xero is hopeless in doing anything for it's customers other than putting up their charges.