Repeating Invoices - Generate invoice before invoice date
Ability to make repeating invoices to be generated to an earlier date without having to change the setup.
Purpose: Users’ can sometimes ask their customer/client to pay the invoices earlier.
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Carolyn Ironside commented
The xero recurring invoice creation at 12.32am, 12.34am is unprofessional. A client has asked why I am working at midnight as its noisy arrival into the inbox wakes them up. Ive explained its auto generated I cant change it, only xero can do that. I could change the setting from approved for sending to manually send instead, until xero add functionality to send in office hours.
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Raewyne Paterson commented
Another purpose. Leases usually begin at the beginning of the month and are for that month. Currently we have to date an invoice the 20th of the month prior due 1st of the next month for that month lease so tenants receive the invoice before its due. Reports are incorrect showing the lease in e.g March when its for April lease. Yes could journal it out but when you have quite a few tenants it would get messy.
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Rob Try commented
Need more time to gain a PO from client to recognise revenue, which needs a draft invoice to be sent
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Bee Hesketh commented
Xero just tell us if you aren't going to fix this and then we can stop waiting and move to a different accounting software.
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Bee Hesketh commented
Surely at the very least you can set these to send within business hours if we give you our timezones? Come on Xero.
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Neil Jordan commented
Another fundamental issue that is critical and would prevent complaints from our customers, yet this has been here for nearly 2 years now...
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Aidan van der Nest commented
Considering this was first shared with Xero's admin team in 2013, and I myself asked about it two years ago, I'm inclined to think this feature will never see the light of day. The workaround: open your repeating transaction template, change the next invoice date to today, and save it. It will generate a draft invoice or actual invoice depending on your settings. Then go back to the repeating transaction template, and change the next invoice date to the desired date of the next month/period, and hit Save again. It adds a couple of clicks which amount to an extra step, but it works, at least. Good luck.
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Carl Brenton commented
Do any of the invoicing apps facilitate the ability to invoice prior to the invoice date? This seems like a simple update to have invoices sent earlier than the invoice date and is standard in Quickbooks
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Bee Hesketh commented
Edit - Purpose: To make the GoCardless automated payments for repeating invoices a usable feature
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Sam Gray commented
Hi Graeme, I've not heard any update that it has been...
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Graeme Bruce commented
Has this been added to the programme ?
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[Deleted User] commented
Around 90% of our invoices are repeating. All of these get sent out just after midnight.
It looks so unprofessional. I don't even want to be able to set a specific time. I would just like it to be at a more reasonable time that isn't the middle of the night for our customers.
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Jun Deng commented
Please can we have the feature to schedule the repeating invoices to be sent during the business hours, not midnight! We have large amount of monthly repeating invoices and we're getting complaints from customers about receiving the invoice at midnight.
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Leila Scheffer commented
I feel like this request has even more votes than are represented here. I've seen multiple chains on it that have been combined and older comments seem to have been filed away or lost. I believe it's been asked for since at least 2015. If someone can make a plugin to fix it, must not be too challenging to actually add all the way in to Xero? And I wish I knew what a plugin was and how to use it. Better yet I wish the 'create on' and 'invoice date' fields could be separate!
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[Deleted User] commented
Instead of waiting for the feature, I have created a plugin to resolve this issue. It's ready! Feel free to try it at https://bit.ly/aidrosXero
The plugin uses official Xero's API and is secure. It can only access repeating invoice information while the plugin is running. No data from Xero is saved.
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Bee Hesketh commented
Around 90% of our invoices are repeating. All of these get sent out just after midnight.
It looks so unprofessional. I don't even want to be able to set a specific time. I would just like it to be at a more reasonable time that isn't the middle of the night for our customers.
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Claire Mortimer commented
Set a time invoice reminders are sent. Currently ours are sent at 7.30am, before our team have the chance to reconcile the previous day bank deposits. So often reminders are sent to people who have paid.
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Kevin Storm commented
This feature also needs adding to repeating bills. We have approx. 180 monthly repeating bills set up as we are a self-billing organisation. They're all set up to be generated on the 20th of the month.
However, because of Christmas, we have to do our processing a week early. We are having to manually go into each one, change the posting date and then change it back again for January.
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Dot Brasher commented
This idea was first raised in 2013 !
Work around is to generate invoices at an earlier date then manually change the date eg. 25th current month to 1st of following month for invoicing monthly rents due on the first of the month.
Please prioritise this asap
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Danette van Niekerk commented
This is a basic feature that Xero should have from the start. I see these requests go back to a year ago and yet no attention has been given to this.