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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 →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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.

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.

Show previous admin responses (5)
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  • Freya Pieroz commented  ·   ·  Report

    I would love to be able to schedule an invoice so it sends when I'm on leave!

  • Shaan Lessons commented  ·   ·  Report

    Simply be able to schedule any invoice on a specific date and time.

    There is already a feature request for repeating invoices but small businesses often have single emails/invoices to send and it would be great to schedule one-off emails.

    Eg. It is the 30th of November and you have a non-repeating invoice that will be due on December 15th and you would like to send it on the 8th of December. It would be nice to be able to schedule it be sent out on the 8th automatically and not have to log in again on the 8th to send it. It would be great to schedule it.

  • Freya Pieroz commented  ·   ·  Report

    I would dearly love to be able to create December 2023 invoices before Christmas to be sent on the 2nd January, so that I wouldn't have to come back from holidays early just to ensure continuity of cashflow later.

    I'd also dearly love to be able to create the payroll that's due for automated payment during the EOY break before I left to visit family, and have the payslips send on the day that it's scheduled for payment! It's not a break if I have to log in to send payslips, it's technically illegal in Australia for payslips to be sent that early (under the Fair Work Act 2009 they must be sent within 1 working day of the date of payment), and it's definitely illegal for them to be sent after I get back from holidays.

  • Tara Bendeich commented  ·   ·  Report

    Option to set the time (as well as day) that invoice reminders are emailed out. At the moment emails will be sent just after midnight which is inappropriate for customers (if they don't have their email alerts set to silent).

  • Tara Bendeich commented  ·   ·  Report

    Option to set the time (as well as day) that invoice reminders are emailed out. At the moment emails will be sent just after midnight which is inappropriate for customers (if they don't have their email alerts set to silent).

  • Joe de Berker commented  ·   ·  Report

    A very important and currently missing feature. Can't understand why this isn't already enabled?

  • Deborah Jeffray commented  ·   ·  Report

    Sorry Joe, That doesn't work on a one off invoice. There is no choice for a preference date.

  • Joe Pettican commented  ·   ·  Report

    As per Xero's own comment in this post in 2012 (over a decade ago!):

    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.

    Please add this feature!

  • Dennis Murphy commented  ·   ·  Report

    I don't think it's very professional that all my invoice reminders are sent at midnight to clients. Can this be added to the build list.

  • Kelly Ziolkowski commented  ·   ·  Report

    This is business critical for admin and bookkeepers, and it's inexplicable that it is not just a standard function from Xero already.

  • Hilary Nightingale commented  ·   ·  Report

    The option to select up to four specific dates per year to generate invoices. The every 3 month option doesn't allow for office closure periods during holiday breaks and at least one of every 4 invoices per year is at an inopportune time.

  • Claudine Romain commented  ·   ·  Report

    Clients complain all the time and we would to to choose the time of day that reminders are sent.

  • Promac Admin commented  ·   ·  Report

    Scheduling a time to send invoice and quotes would make a great feature. My husband and I do most of our bookwork at night and would love the function that you can schedule a time the invoice or quote is sent to the customer so we are not sending them at 10pm when people are in bed.

  • Janet Styles commented  ·   ·  Report

    It would be a useful feature to be able to set the actual time of day that email invoice reminders are sent to clients. Many clients do not turn off their mobile phone devices and the reminder can arrive to their inbox as early as 4-5am AWST which can be annoying to some clients. Sleep is precious.

  • Michelle Litchfield commented  ·   ·  Report

    It would be really great to be able to set the time auto reminders of overdue invoices are sent. Customers do not appreciate receiving these emails at 4/5 am and it would be preferred if they could be sent during business hours.

  • Mark Noakes commented  ·   ·  Report

    Would be an enourmous help for us busy small business owners!

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