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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 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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  • Nicole Willis commented  ·   ·  Report

    I am the only one in the invoicing department for my company currently that has the understanding/ability to send out the invoices so it means I constantly have to work on my annual leave to ensure invoices go out on the correct date (for example Monday 19th and Tuesday 20th of this month I am on leave but will still have to work due to this function not being available).However if I could schedule them to go out on a certain date that would mean I can go on holiday and not have to worry about logging in to do this task.

  • Johanna Neuke commented  ·   ·  Report

    Very important as our accountant is not a full time employee. Please add feature, shouldn't be too difficult, if it's already possible at another stage...

  • Nadia Gallen commented  ·   ·  Report

    When can we expect to get this feature added XERO.

  • Stuart Bennett commented  ·   ·  Report

    I use repeating invoices. but there are times I take bookings which maybe 6 months in the future so rather than send an invoice out immediately i can send it nearer the date the booking is required.

  • Jack Benda commented  ·   ·  Report

    This would be a significant help for me and my business

  • Donna Humphreys commented  ·   ·  Report

    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

  • Bryce Ireland commented  ·   ·  Report

    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.

  • Accounts Communic8 commented  ·   ·  Report

    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.

  • Victoria Hibbs commented  ·   ·  Report

    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!

  • Accounts at Play Well Perth commented  ·   ·  Report

    Please, please, PLEASE add this feature Xero! This would make a world of difference to our business and that of others by the sounds.

  • Bruce Cooper commented  ·   ·  Report

    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!

  • Karen Bennett commented  ·   ·  Report

    Without setting up repeating invoices, would like to be able to schedule stage payment invoices from a quote and email out at scheduled dates.

  • Karen Evans commented  ·   ·  Report

    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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