Settings and activity
2 results found
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478 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment An error occurred while saving the comment 
Cathy Klouwens
commented
Hi Xero team, can your team please provide a response for the queries on this feature? Is this planned to come into place as a tool for users of Xero? Would appreciate an update from the Xero team on this please as I have, and many others have posted their ideas for why this is needed for each of their businesses. Regards Cathy
An error occurred while saving the comment Cathy Klouwens
commented
Yes I agree as feel like this is a basic and vital user function that is currently missing and would appreciate feedback on where this is at from the Xero team please.
An error occurred while saving the comment Cathy Klouwens
commented
The ability to schedule one off invoices would absolutely be a game changer to increase the efficiency of our team. Currently we have to make a note to go back and send the invoice on the date we would like to - not very efficient for our work flow and there is room for error in this method.
Cathy Klouwens
supported this idea
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213 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
An error occurred while saving the comment Cathy Klouwens
commented
We REALLY need this function PLEASE as this is critical to the functioning of our business.
An error occurred while saving the comment Cathy Klouwens
commented
This is a critical action for our business and I absolutely support this idea - would save hours of time and also the potential for error. Xero please implement this idea!
Cathy Klouwens
supported this idea
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Totally essential function for our business as we have to keep going back and forth into Xero to send and make reminders for our team to move from draft and then to actually send. Lots of wasted time and also the real potential for error of not being sent out at the appropriate time! Please please put this function into place