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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Mary O'Connor
commented
Is Xero even working on bringing this feature to life anytime soon?
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Youssef Abouelnasr
commented
Surprised this has not been implemented yet - am I reading correctly that this was raised in 2015?
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Giselle Gonzales
commented
+ Bumping so that this is a feature that is prioritized. This is a critical feature for my team and I keep checking to see if it has been added.
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Marek Wielgosz
commented
This idea was originally raised in 2012! its been 13 years!!! How does something so simple take so long? Please Xero team, I think its about time you looked into this.
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Stevie Kirk
commented
My first time using Xero and this was the first thing I looked for! I want to schedule my invoices, then have the system remind me they are good to go (make any last minute edits like adding expenses), then approve and send. Surely this is something that can be done and should be done soon? Any response since last year Xero?
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Shawniqua Ottley
commented
Being able to schedule an invoice to send after you have completed it would be a great added administrative benefit. It would allow you to prep your invoices ahead of time knowing they will be sent on the date you provided
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Beth Marriott
commented
Message for Xero Team:
Given the number of people that have voted for this, is it possible to put this higher up on your development list? It seems like a pretty standard feature that should already exist!
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Kellie White
commented
would be the most helpful tool they could add to date of me using Xero for 10+ years
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Giselle Gonzales
commented
+1 this is an incredibly important feature for those invoicing customers in multiple time zones. This feature would help us send invoices at a time that is most convenient to them (without working irregular hours ourselves). Not having this is a major pain point that other platforms address.
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Archie Cadman-Jones
commented
This would be a great feature! I work most days and then do accounting afterwards so timed emails would be very helpful!
It seems like a very simple/ basic feature that should already be apart of the software
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Gary O'Brien
commented
I would use this feature a lot.
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Sheri Boutilier
commented
This is a critical feature. Many small business owners are working later in the day or on weekends and the clients/customers do not appreciate email being sent over the weekend. Many recipients have apps on their phone, receive notifications, and feel compelled to reply. Please add this schedule send feature.
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Lanre Gbolade
commented
It would be helpful to have the ability to auto send invoices at a specific date and time.
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Keith Field
commented
I use the Outlook scheduling capability every week as it helps to spread my workload. I cannot claim it to be critical to the way I work, but I would value it higher than important for Xero to develop the scheduling capability.
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Rebecca Hine
commented
I would use this feature regularly - my use case is:
As a part time accounts person
I would like to setup future dated invoices to be automatically sent on the invoice date
So that if the invoice date doesn't coincide with one of my working days, it will be sent out on time -
Erin Martell
commented
Agreed, this is an extremely simple functionality that is included out-of-the-box on every other software I've used. I want to send invoices at the same time on the same day each month. Randomly sending looks unprofessional and desperate. I've been using Xero for two months now and this is kind of a deal breaker.
Update: How has it been a year since this was responded to by Xero? This should have been an out-of-the-box feature, not something we have to ask for. To note, I have to get up at 8am tomorrow to click send on invoices when it should be an incredible simple thing to schedule. As I said above, this tells me a lot about Xero's priorities and where customer needs fit into it.
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Nathan Kershaw
commented
This is indeed pretty basic functionality that is lacking in Xero - I had it in PayPal before switching. It has been requested for a long time!!!
My use-case is that it is highly convenient to do my invoices at the time of doing my work; however, it is politically awkward to send them at that time! Being able to delay them several days (variable depending on the work) is very advantageous.
At present I save them as drafts, but have to remember to come back to them and actually email them at a non-weird time. While an okayish workaround, this adds unnecessary difficulties.
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Emma Murphy
commented
I would also like to be able to do this.
Not all invoices can be repeated to the same value or a the same day of the monthbut it would be so useful to be able to line up an entire invoice run and schedule it for a future date. -
Guy Thurlow
commented
this is a feature we would LOVE to see
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Preeti Darbari
commented
its necessary