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.
Thanks so much for your enthusiasm here, everyone. We know many of you have been eagerly awaiting this release.
The ability to schedule the day and time a one-off invoice is sent is now live for all users. 🥳
Currently, this feature is only available when sending individual invoices.
We absolutely understand the interest in extending this type of functionality to other features like; repeating invoices, invoice reminders, statements and payslips. This will be a consideration for our teams as they continue to develop across features and we have some ideas I've linked below that I'd recommend joining so we can better gauge demand and ensure you hear updates for each.
- Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent
- Invoice reminders - Custom date and time
- Customer statements - Ability to auto email Statements to customers
- UK Payroll - Set time and day when scheduling payslips
- NZ Payroll - Automatically email payslips
- AU Payroll - Automatically email payslips
For API-related requests, the best place to raise these is in our Xero Developer Ideas forum. I wasn’t able to see an existing idea for this there, so please feel free to submit one.
If you have other suggestions for how this feature could be improved, we’d love for you to raise them as new ideas, so our teams can consider them and keep you updated there.
Thanks again for your feedback and for continuing to share your ideas with us.
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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. -
Annie Romanos
commented
Notice this idea was flagged in 2012. Any progress a decade on? This is a fairly standard capability in most apps these days.....
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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.