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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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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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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Leila S 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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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.
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Rachel Humphrey commented
This is such a pain not to have this feature !!
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Belinda Batty commented
This is such a basic function, I am not quite sure why it is not available on Xero? Our fees are due by the 1st of the month, and this is the date we require on the invoices. However we need to send these out to our customers a week in advance to give them time to sort out payment. Currently I have to process a large number of invoices manually as the repeating function will only save it as draft until the 1st. Large number of votes on this so far... will this be looked at?
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Craig Ballantyne commented
This is a critical basic function for any billing system. Especially where amounts are debited automatically or for subscription based businesses that require payment for the month in advance. I am sure it is also relevant for property rentals and other monthly term contracts. The lack of this function keeps one of my business from using xero to manage their billing.
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Danii Shifman commented
Yes please! Many of my clients prefer to limit their invoicing to one day per month. For e.g. Some clients may have a customer that is invoiced on the 31st and others on the 1st of the month but they would prefer to be able to send all invoices out on the 31st, however aren't able to do this right now. Sometimes the invoices are also sent out earlier. It would be incredibly helpful and much more efficient for businesses to be able to approve the invoice earlier and not have to wait for it to appear on the set date or have to generate an entirely new invoice. Please make this update!
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Leila S commented
This remains critical to me. I've been asking for a 'create on' date separate from 'invoice date' for years. Xero fixed a separate issue I commented on quickly, so I hoped for a similar response here. If I'd known this one would take so long I would have switched back to my prior service (which always had this feature) immediately. Longer I stayed more of a hassle changing became. But PLEASE PLEASE ADD THIS ONE ADDITIONAL DATE FIELD TO REPEATING INVOICES. We have regular service fees but also need time to add incidental charges to invoices. Combing through hundreds of invoices the same day of the invoice date is impossible. I need invoices to appear in the system prior to the invoice date. I currently use an artificial earlier date, do the work at my pace, then manually change all the invoice dates back. It is tedious and I look forward to the day when it's easier. Please, and thank you!
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MAUREEN HIPWOOD commented
Please please ask anyone you know to vote for this. We need a massive vote to change this. Seems XERO doesn’t value ALL the small businesses that have subscriptions. Accounting firms seem to be the focus
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MARY-ANN BEGGS commented
I think it's a great idea! I have a client who dates his invoices for the first of the following month, but wants to be able to send them out 2 weeks prior. Currently not possible :(