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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Jacqui Dexter
commented
I didn't know about this page until just now - the help advisor directed me here after I sent this:
Is there any way on Xero to schedule the emailing of multiple invoices? For example, when there are large contracts for work spread out across a period of months, I raise several *predated* invoices, one for each month and I send all them to the client's customer. If it was me getting them, I could easily put them in Xero with the relevant advance dates on and it would be fine. But...the client's customers want them sent in the month they are dated for. Because there may be several customers like this, I would have to keep a spreadsheet of which invoices need sending on various dates across the months, which is time consuming and a lot of extra work. The work and costs for each of the customers are different each month, so they aren't 'repeating' as such. So, my question is... I need to schedule the sending of multiple invoices in advance - is there anything in Xero that could help me with this? I've looked but can't see anything obvious, maybe there is a workaround that you know about?
The Xero response was (long story short) no, it can't be done. Scheduled email sending can be done in Outlook for Windows though, so that's what I'll be doing in the absence of an in-Xero solution.
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Alison Curryer
commented
This would be an extremely valuable feature within Xero for our business.
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Michelle Smith
commented
We had the same problem, now we have an awesome team of Virtual Assistants who send out all our invoices on the date we want them sent. We tried the external app recommended but it didn't work. This is the best way. Contact me at Virtual Assistants Australia if you'd like more info.
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Eleanor Russell
commented
Can't believe this still hasn't been solved - Xero is great for a small business until you realise you need to have full time accounts person to click send on the invoices!
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Kathryn Mason
commented
Beyond critical for small business owners!
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Hannah Lethbridge
commented
This is vital - please add it ASAP!
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Admin at Play Well
commented
Please add this feature!
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Carly Ward
commented
Was this really suggested TEN YEARS AGO and still nothing?
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Louise Darby
commented
Come on Xero, this is basic, we all work evenings / weekends to do invoicing, but we don’t want invoices going out at 11pm on a Sunday! Basic
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Taylor Greene
commented
This is the last critical piece to sending worry free invoices.
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Cathy Klouwens
commented
Yes I agree as feel like this is a basic and vital user function that is currently missing and would appreciate feedback on where this is at from the Xero team please.
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Amelia Lee
commented
Please enhance and execute this feature as make things easier
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Joe Pettican
commented
Would majorly improve efficiency, seems like a very basic function is missing!
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Cathy Klouwens
commented
The ability to schedule one off invoices would absolutely be a game changer to increase the efficiency of our team. Currently we have to make a note to go back and send the invoice on the date we would like to - not very efficient for our work flow and there is room for error in this method.
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Accounts - South Pacific IT
commented
This would save me a lot of time.
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Aaron Lightstone
commented
Some clients check their e-mail at night some dont.
When I create an invoice late at night I want to send it so I dont forget, but I may not want my clients to know I am working and sending e-mails late at night.
So Delay send unill 8 AM would be a critical feature. -
Fiona Brownlee
commented
To be able to schedule a one off invoice to go at a certain date in the future that is not a repeating invoice.
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Catherine Carvel
commented
This would be a really helpful feature - please can it be introduced
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Nadia Gallen
commented
would love this feature. Any progress on this since 2012. come on guys. help us out.
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Paul Cowling
commented
This feature should be standard.
I would like to see this implemented asap so that I can raise invoices that will be sent to my clients on the date as stipulated in our service agreement/s.
We use the repeat-invoicing feature for static billing, but for dynamic services, require this feature so that I am not sat building invoices on a weekend when the dates fall that way.