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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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.
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Scott Matthew
commented
I am the director of a web application development company and we get feature requests for our software which would make small parts of the systems a whole heap better. Often though, these requests are made without an understanding of what it would take to incorporate them into the software or of other more important areas that we need to work on. We use Xero but we're not affiliated with them in any way. They are a good company and theirs is a good platform. While they might not be working on this exact feature at this precise moment, I'm sure that they are working on other areas of the software for the overall good of the product and for their client base. No software is perfect, and MYOB and QuickBooks will no doubt also have feature requests which some of their customer base are frustrated at not having had implemented yet either. Hang in there, I'm sure this will come.
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Ryan Todd
commented
9 years on and still not done. Xero is really pathetic. What's the point of having this community forum to add ideas if they don't get actioned.
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Usame Esendir
commented
Both, myob and quickboooks has this feature.
I'll discuss with my accountant if it is possible to switch.
This is an easy and quick work, still not sure why xero is ignoring it. -
LL Babic
commented
Does anyone know if MYOB offers this feature?