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.
AdminXero Team
(Admin, Xero)
shared this idea
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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Robin Zaragoza
commented
Please add this! It's pretty standard to be able to schedule things like emails to go out in other platforms. This should be pretty straightforward, and super helpful for those of us that have invoices to send out on a monthly basis that don't have the same charges every month.
And just to be clear, the use case for me is NOT that that I look unprofessional. It's that I know in advance of a month finishing how much I need to charge a client, but it's not the same as the last month. It's hard for me to predict exactly when I will know the charges for the month - sometimes it's at the beginning of the month, sometimes the middle. To get it off my plate, I create the invoice the minute I know, but given my contract says I will send invoices at the end of each month, I need to send it according to that timeline. So I'd like to be able to create and approve the invoice in the middle of the month, and then schedule it to be sent according to the contract terms.
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AdminXero Team
(Admin, Xero)
commented
Ability to schedule invoices to be sent at a future date
Purpose: Users can set up a preference date to send their invoice, and to make sure that invoices aren’t sent during the weekend. As it makes them look unprofessional.