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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Rick Schultz
commented
We sell counselling packages with several sessions over 3-6 months. Each invoice is imported from Cliniko (our practice management software) so the set-up is already done; I can't really make changes once it's in Xero, except (hopefully) to schedule the invoice to send the day before the session.
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Mark Cattell
commented
This feature would be massive benefit
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Karen Evans
commented
This feature is getting a lot of support and attention, is this something that is possible Xero?
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Annie Romanos
commented
hullo Xero?
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Nicole Willis
commented
I am the only one in the invoicing department for my company currently that has the understanding/ability to send out the invoices so it means I constantly have to work on my annual leave to ensure invoices go out on the correct date (for example Monday 19th and Tuesday 20th of this month I am on leave but will still have to work due to this function not being available).However if I could schedule them to go out on a certain date that would mean I can go on holiday and not have to worry about logging in to do this task.
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Xanthe Rivett
commented
Great idea, would make a big difference!
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Magdalena Szafranska
commented
This feature would be massive benefit
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Siobhan Casey
commented
Why is this not already a feature?
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Johanna Neuke
commented
Very important as our accountant is not a full time employee. Please add feature, shouldn't be too difficult, if it's already possible at another stage...
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Nadia Gallen
commented
When can we expect to get this feature added XERO.
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Amy Scott-Thomas
commented
So important for a small business
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Stuart Bennett
commented
I use repeating invoices. but there are times I take bookings which maybe 6 months in the future so rather than send an invoice out immediately i can send it nearer the date the booking is required.
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Jack Benda
commented
This would be a significant help for me and my business
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Donna Humphreys
commented
Not only to be sent, but I would like to prepare future one time sales invoices without the invoice number being created until the actual day. We're using Xero in Spain, and it's illegal to skip and invoice number like this, as it looks like we're backdated other invoices
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Bryce Ireland
commented
My idea is simple - a function similar to Gmail and Outlook where you can schedule the time to send your quote/invoice.
This will benefit many small business owners who work late nights or early mornings, it will make you look more professional sending a quote/invoice during business hours.
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Victoria Hibbs
commented
Crazy this isnt available
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Accounts Communic8
commented
Yes, please add this feature. It would help me sleep better at night! :-) Seriously, I do not understand why this feature does not exist. Think about all of us who go on vacation and want to know that invoices will go out as planned.
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Victoria Hibbs
commented
please - this is a really simple request
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Victoria Hibbs
commented
This needs to be done to cover annual leave and instances where advance preparation is required. Such a simple requirement - why is this not available in 2022!
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Accounts at Play Well Perth
commented
Please, please, PLEASE add this feature Xero! This would make a world of difference to our business and that of others by the sounds.