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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Liz Willis commented
I can't believe there is still not the ability to do something as simple as this!
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Jackie Townsend commented
The fact that this critical issue has been a non-issue for Xero since 2013 speaks volumes!
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Michelle Milan commented
This is critical too for us - we have moved to Xero from Sage and really need the ability to send dated invoices out automatically, earlier than the Invoice Date. I cant believe people have been asking for this since 2013, it will be 2023 in 3.5 weeks!!!
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Max Skipworth-Button commented
How many more times do people need to raise this for it to be actioned. It's been open since 2013
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Claire Geens commented
This is critical for our monthly invoicing. Without it we have to manually raise 200+ invoices per month. If we'd known this beforehand we would not have been able to use Xero and would have opted for a different software
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Matt Coomber commented
This is a critical part of our invoicing to ensure that our clients receive their invoices prior to the invoice date and due date (which are the same date). It enables time to make adjustments to invoices where necessary and make our customers aware of the fee being collected.
We've just moved to Xero from a competitor and love Xero, but it's disappointing that this function is available.
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John Marinac commented
Rent is due the first of the month. not being able to email invoices in advance of the due date is a pretty odd limitation.
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Leila S commented
Another purpose is to give time to edit invoices that are primarily the same each month but have occasional extra items to be added. With upwards of 200 customers it is helpful to have a week or two before invoice date to comb through, instead of having to do all the work on the day, or generate with incorrect early invoice date to give time then manually change every date.
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MAUREEN HIPWOOD commented
I manage a Commercial Building with monthly Rent Invoices due the 1st of the month. It is important to send these to tenants in advance so payment is received by 1st. As the rent is related to the following month it is important to have the Invoice Date as the 1st.
Currently these are generated in advance then manually changed each month before sending. Very time consuming. -
Sonia Whitehead commented
Our company is a Saas, so all our invoices work on the subscription model.We need to be able to send out the invoices before the actual invoice date. At the moment, I having having to change the invoice template for every invoice every month (currently about 100) to do this. So time consuming and inefficient.
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Croyden Gauntlett commented
Essentially agree with comments below. I would have thought adding an option to email the repeating invoice once approved would be an easy solution?
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Craig Ballantyne commented
I need to send my invoices to customers prior to the actual invoice date. These are all recurring invoices, there are too many to manage individually.
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Katja Curtis commented
I would like to be able to automatically generate and send an invoice to the customer prior to the Invoice Date, such that it is received and can be paid upon receipt (as the Due Date is the same as the Invoice Date).
I do not want to change the Invoice Date as the transactions should report in the month that they apply to.
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Elaine Hardy commented
Hi, this idea would be useful to us, as we have clients who have 100's of sales invoices on repeating invoice, but these are sent to draft and are amended prior to being sent to the customer on the first day of the month. It would be good if we could send then to draft earlier that the invoice date, without having to amend the date.
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Kamilla Graven commented
The features as they are are fine if you're generating and sending without the need for further amendments, but I agree that a separate (optional) field for create date and invoice date would be really useful. For example, I set up invoices to be created 1 week before the actual invoice date so I have time to edit anything, but that also means I have to then edit the invoice date and the due date every time. An alternative would be to add an option to "Create Now" that keeps the schedule intact, i.e. no changes to repeating invoice settings such as invoice date and due date, but since an invoice was generated from the template, Xero would recognise the template created an invoice for the current period and update the next invoice date correctly.
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Craig Ballantyne commented
In order to fit into our customers payment cycle, they request the invoice prior to the actual billing date. So for example, an invoice for August (generated 1 August) should be sent to the customer on the 25th of July
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Leila S commented
This appears to be the same request as in a separate thread titled "Repeating Invoices - Generate invoice before invoice date". Perhaps the threads should be combined and votes added together. At least we should all vote for both of these. It seems this request for separate "create on" and "invoice date" fields first came up nearly nine years ago. I love Xero dearly and it's the one thing that drives me nuts (that I have to wait until the same day for invoices to appear, to review and make any changes, or that I have to force-generate early and then manually fix the invoice date to later). Please can this be the next addition/change! I will be thrilled and begin whole heartedly recommending Xero to others. These dates not being separate is the only reason I'm not already.
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Leila S commented
This bulletin board lists the purpose of this request as: Users' can sometimes ask their customer/client to pay the invoices earlier.
I would like to add another purpose: for services that have a regular service fee but occasional add-on costs for extra work, it provides more time than a single day to update invoices prior to sending them out on the invoice date.
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Leila S commented
There are many reasons one would desire to have an invoice appear in the system earlier than the invoice date. I know it is possible for there to be separate fields for "invoice date" and "generate invoice on" because I've seen it in action in other bookkeeping programs. When I first started using Xero five years ago I loved it other than two small things. One of them was fixed right away and it gave me great hope this other missing bit would be fixed as well. I'm tired of waiting. I've been generating my repeating invoices on the date I want them to appear in the system and manually changing the invoice date on each (close to 200) each month for YEARS. I don't want a workaround, an alternate suggestion, no. Please add a date field so invoices can appear in the system on September 1st with invoice date of September 15th on them. When the new price increases go into effect, I will pay the new rate and hang in there for a few short months more. I'm counting on you to bump this up the priority list and make it happen before I get so fed up I switch companies. I do not want to change companies and re-educate all of my customers on where to expect emails to come from and how to pay. I want Xero to address this instead. I really love Xero except for this ONE thing, and I'm at my limit with it!! Please, and thank you!
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Sue Allen commented
My invoices have to be approved by the account manager before being sent to the client so I always start the process a few days before month end. I now have to change all my Repeating invoices to be a few days prior to month end and then change them all once I am sending for approval