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  1. Email Settings - Specify date/time to send transactions

    625 votes

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    255 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.

    Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.

    The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!

    We'll post another update here…

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    Johanna Neuke commented  · 

    Invoicing - Allow Email scheduling to send invoices

    While I like all the features in the invoicing, I don't understand why email scheduling hasn't been included in the makeover. We typically send our invoices out at the beginning of the month (on the 1st if a workday) in which the work/service commences. However, work can be confirmed a few months ahead of that and we usually create invoices once the work is confirmed. It would be so much easier to schedule the email to be send at a specific date at the time it's created, instead of logging in on the first each month just to then send all the relevant emails. This feature would really make life easier and I think lots of businesses will have this problem. I seem to recall that this idea has been raised various times before and I am disappointed that this isn't addressed in the new invoicing. Thanks for considering

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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...

    Johanna Neuke supported this idea  ·