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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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  • Promac Admin commented  ·   ·  Report

    Please Please Xero this is a much needed function as a mum of 3 trying to fit everything in and invoicing in the evenings makes our buisness feel rude and unprofessional some of us don't have time or cant during normal buisness hours..... Surely this feature is not a big ask!

  • Luke Grayson commented  ·   ·  Report

    @Youssef Abouelnasr, no! First raised in 2012!!!! :O

  • Astrid Beyers commented  ·   ·  Report

    I'll gladly trade the new AI thingy (JAX?) any day for scheduled email functionality. (BTW I tried to get JAX to schedule an invoice. Sadly it wasn't able to)

  • Victoria Hibbs commented  ·   ·  Report

    In addition to below's post about pointless additions, let's not forget the removal of the ability to drag docs into a bill/invoice and then the reinstatement and the useless quick option to add a new contact when drafting an invoice but not being able to add contact names AND business names meaning you have to jump into contacts to create anyway rending that function useless. Seriously - why cant you sort the scheduling of emails and invoices - rudimentary

  • Gavin Smith commented  ·   ·  Report

    @Youssef Abouelnasr - just take a look at any of the community suggestions they are all 5-10 years old and no action from Xero.
    Xero does not give a **** about it's users or implementing changes that would actually benefit us , rather they spend time and money on implementing things like the "New Invoicing' that no one asked for and is hated by majority of users.

  • Mary O'Connor commented  ·   ·  Report

    Is Xero even working on bringing this feature to life anytime soon?

  • Youssef Abouelnasr commented  ·   ·  Report

    Surprised this has not been implemented yet - am I reading correctly that this was raised in 2015?

  • Giselle Gonzales commented  ·   ·  Report

    + 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.

  • Marek Wielgosz commented  ·   ·  Report

    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.

  • Stevie Kirk commented  ·   ·  Report

    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?

  • Shawniqua Ottley commented  ·   ·  Report

    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

  • Beth Marriott commented  ·   ·  Report

    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!

  • Kellie White commented  ·   ·  Report

    would be the most helpful tool they could add to date of me using Xero for 10+ years

  • Giselle Gonzales commented  ·   ·  Report

    +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.

  • Archie Cadman-Jones commented  ·   ·  Report

    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

  • Sheri Boutilier commented  ·   ·  Report

    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.

  • Lanre Gbolade commented  ·   ·  Report

    It would be helpful to have the ability to auto send invoices at a specific date and time.

  • Keith Field commented  ·   ·  Report

    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.

  • Rebecca Hine commented  ·   ·  Report

    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

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