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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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  • Gareth & Colette Oliver commented  ·   ·  Report

    Would be a very useful feature for me - how far up or down is this on the XERO roadmap based on the number of requests?

  • Sarah Pilling commented  ·   ·  Report

    I would love this. I always raise my bills at odd times, but never want to send them at the time. And then forget to send them.
    I use the "schedule send" feature on my inbox ALL the time and would love this.

  • Lou Clarkson commented  ·   ·  Report

    I have two invoices that need to be sent on Monday just this month, not on a repeating basis. I have raised and approved the invoice so just need to schedule the send and I can't - surely this would be a beneficial feature to add?

  • Tori Matson commented  ·   ·  Report

    I agree - We would like to be able to choose what day & time reminders are sent each week to ensure that processing is up to date (currently we process all transactions once per week on a Monday).

  • Fiona Bellars commented  ·   ·  Report

    It would be good if we could select a time that Xero sends out automated invoice reminders. Currently in the UK this is between 4am and 8am. Our clients are private individuals that don't appreciate being woken by an email at this time!

  • Shannon Shull commented  ·   ·  Report

    Please bring Xero up to current standard features other ERP systems offer.

  • Luke Grayson commented  ·   ·  Report

    @Kristi Barrow, it's hilarious eh. I have wondered the same thing many times...

  • Kristi Barrow commented  ·   ·  Report

    Idea shared in 2012 it’s now 2022. No comment from Xero.

    What is the point of this forum?

  • Rick Schultz commented  ·   ·  Report

    We sell counselling packages with several sessions over 3-6 months. Each invoice is imported from Cliniko (our practice management software) so the set-up is already done; I can't really make changes once it's in Xero, except (hopefully) to schedule the invoice to send the day before the session.

  • Karen Evans commented  ·   ·  Report

    This feature is getting a lot of support and attention, is this something that is possible Xero?

  • 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.

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