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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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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Mary-Kate Kenyon commented
We send out rent invoices with automated emailing. Our clients are receiving demands for large sums of money at 2.30am on 1st day of every month. Could we please have a tick box available to send during business hours.
I see this thread has been going back years with people raising same issue. Could we resolve please.
Many thanks
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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 Scheffer 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 :(
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Sophie Evans commented
I need this feature on repeating bills too.
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Nicole Heitor commented
Its critical to have the ability to be able to send invoices out ahead of their date. Our fees are due by the first of each month, and customers need time to process these invoices ahead of the 1st to ensure it is paid on time. I also need to be able to use the Repeating invoices function.
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Johan Potgieter commented
In agreement with everyone.
For especially rental agencies or similar type of businesses. You always send recurring invoices that relates to the period coming.
I.e sending invoices on 20 July for effect of August Services (therefore the invoice date for accrual purposes have to be August) -
Lisa Reece commented
I need to do the same as Belinda Batty
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Belinda Batty commented
I need to be able to send invoices out ahead of their date. Our fees are due by the first of each month, so we need to send the invoice out ahead of the 1st to ensure it is paid on time. I need to be able to use the Repeating invoices function, but when I do I have no ability to actually generate the invoice to print/save. This can only be done on the 1st. Please include a function to Print/Save/Send a future invoice set up as a repeating invoice.
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Caroline Jip commented
As others have mentioned this is a critical feature for some businesses and is available in most other pieces of software. As an accountant, I know that sales is the key function for the operation of most businesses and this one area would make me recommend a different piece of software. It seems like being able to schedule a send date for an invoice would be a fairly simple function to bring in.
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Con B commented
New to Xero from MYOB (unfortunately) because it seems like Xero takes a similar mediocre stance when it comes to critical 'bugs' / 'serious shortcomings in design' as MYOB does. Serious design flaws need to be rectified immediatly, not months or years later IF enough paying customers compalin about it. One paying customer is more than enough to trigger rectification of serious design flaws! Just get the problems fixed ASAP Xero! When I asked support they suggested manually keying in a 'new' invoice for the customer who has a complex monthly 30 line invoice (who wants a templated invoice early). What a joke! I figure over $NZ 1Billion in revenue should be plenty to rectify the critical design flaws I see on this 'enter your idea' page.
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David Swann commented
Our invoices go on the 1st of the month. We don't won't customers receiving them at 0.01 on New Years Eve. We would like to be able to delay the January invoices by a day or two.
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Karina Reardon commented
It's not a professional look for a small business or any business for that matter having my invoices going to a client at midnight. You need to change this to normal business hours as a default asap please.
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Kylie Buchwald commented
Surely this is something that can be adjusted? All the other features of invoicing with Xero are brilliant.
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Alex Boschman commented
For rent bills and invoices this is a must. All other accounting solutions have this!