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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 everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.

We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!

You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊

We're really keen to hear your feedback.

We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this feature may be expanded to other features overtime.

I'll be back to let you all know when the invoice scheduler is live to everyone.

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  • Proiekt Team commented  ·   ·  Report

    Now with the AI Agents is not needed, we are already doing scheduling the agent.

    Thanks for make us 6 years or more and when we solved now you give an answer.

  • David Worsley commented  ·   ·  Report

    Would I also be able to added to the trial users list? This is a long needed feature. Thanks!

  • Vicky Wadsworth commented  ·   ·  Report

    Wow this has taken so long; I noticed that it was first mentioned over 4 years ago.
    I would like there to be a list of invoices scheduled on the Sales overview screen by date, due date, customer, amount and then you could see what invoicing is planned for next month.
    Also, it would be helpful to be able to see the email that you are planning to send in case you need to amend it, or for other users within the business to access it.
    Thank you.

  • Freya Pieroz commented  ·   ·  Report

    I customise the invoice emails with things like what the invoice is for - if it's for a particular month, a particular project, or which progress payment number it is. Right now, the only way to do that while scheduling the send ahead of time is to send the invoice to self and schedule the forwarding in my external email program, which is a stupid workaround that won't work for all email programs (and also requires me to leave my computer on and Outlook running if I want the scheduled email to send when I'm on holidays - that also depends on your settings, apparently there's ways to get around that in some versions)

  • Naomi Coe commented  ·   ·  Report

    Is it possible to request early access to this feature, or please can you confirm when it will be generally available.

  • Ed D'Arachy commented  ·   ·  Report

    Loving this feature. Thanks Xero. But like others have mentioned, it would be great to be able to bulk schedule email sends for multiple invoices at once. I typically invoice 100+ invoices on a term-by-term basis and to go into each one individually is a pain.

  • Melanie Pearce commented  ·   ·  Report

    The payslip send function is as important as the invoices for payroll employees due to FairWork requirements. I am sometimes logging into Xero for the sole purpose of sending payslips with 24 hours of payday as per legal requirements. Can you please add this to the roadmap?

  • Kirsty Scales commented  ·   ·  Report

    I am LOVING this schedule send function. But my staff still only have the SEND option with no opportunity to schedule. When will they be able to use this very handy feature?

  • Bee Hesketh commented  ·   ·  Report

    Will this ever be applied to repeating invoices? Ours get sent out at 2am which is super unprofessional and means we can't automate them, so have to manually send them every month. Really frustrating.

  • Lucas Possamai commented  ·   ·  Report

    Xero currently supports repeating invoices, but there does not appear to be a way to schedule a single, one-off invoice to be sent automatically on a specific future date and time.

    The requested feature is the ability to create and approve an invoice in advance, then choose a scheduled send date and optional time. For example:

    ---
    Create invoice today, approve it now, but send it automatically next Monday at 9:00 AM.
    ---

    This would be useful for businesses that prepare invoices ahead of time but do not want to manually remember to send them later. It would also help when invoices need to be issued at the start or end of a billing period, on a specific contract date, or during business hours.

    Ideally, the feature would support:

    - Scheduling a one-off invoice to be emailed on a specific date and time
    - Using the organisation’s timezone
    - Editing or cancelling the scheduled send before it is sent
    - Showing the scheduled send status clearly on the invoice
    - Recording the action in the invoice history/audit trail

    This would reduce manual reminders, avoid workarounds using repeating invoices, and make invoice sending more reliable for businesses that invoice clients on specific dates.

  • Thea Bonham-Kelly commented  ·   ·  Report

    Hello, are we able to get early access to this scheduling feature please? Thanks, Thea

  • Elizabeth Babkenian commented  ·   ·  Report

    Hi There could we have early access to this future please it will be so useful to our business

  • Elizabeth B. Accounts Admin commented  ·   ·  Report

    Some further feedback on the invoices I scheduled to go out. Looking in the history and notes section I can see that the invoice was sent by email at the date and time I'd specified. However the status of the invoice remains 'Submitted for approval' rather than 'Awaiting Payment'

  • Victoria Hibbs commented  ·   ·  Report

    This is a great addition, FINALLY!!!! However, it only works for individual invoices. I send all my invoices at the end of the month. I would have to go into each invoice and schedule each time (30+ plus I know that is small fry but its 30 invoices I need to access independently which is a right pain). Is there scope for a block schedule function? And totally agree that you need a place to view those which havent been sent yet but are scheduled to go - where do they sit currently?

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