Reporting - Report that shows Repeating Invoices
Users in Xero can see the figures of the repeating invoices.
Purpose: Users can easily see the figures and forecast their sales, especially those who are having many repeating invoices.
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Doni Atanasova commented
We also have more than 350 repeating invoices. It's good to have a detailed report showing items, description, net, vat etc. for reconciliation purposes and forecasting as well.
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Susie Little commented
We issue c450 repeating invoices a month - currently we have no way to export a list of them out to Excel. Judging by the comments here, we're not the only ones seriously frustrated by this lack of functionality.
Sort it out, Xero, please.
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Richard Kemp commented
How can we audit that our invoices are correct without the ability to Print/Export them?! We have over 200 recurring invoices each month and need to ensure these are correct (at least annually).
Progratically this would be a simple thing to implement something to alleviate a situation that is causing a great deal of ongoing frustration in Xero clients. I've seen posts dating back over a decade though so maybe Xero doesn't give a **** about retaining market share. Xero won the market by being inovative when MYOB dropped the ball, seems there's another opportunity for another provider now. -
Clare Wyld commented
Can't believe repeating invoices and repeating bills are so hard to include in reports - I would imagine a high proportion of businesses have switched to subscription models.
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Samantha Spriggs commented
Yes, we definately need this functionality. I need to ensure and cross reference repeating invoices with our database to ensure not missing anyone!
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Lois Bulch commented
We also need to have the option to include repeating invoices in projected profit and loss reports. As it is now, in order to ensure I have all the invoices in AND ********* our customized P&L report, I have to input all of our invoices manually (750 vs 75 if I could do them as repeating) just for one of our products alone. We also moved from Sage to Xero for better functionality but this one offers less than Sage in this regard.
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Audra Houghton commented
90-95% of my invoices are repeating.
I currently have to run a separate spreadsheet to get totals by billing period, forecasts, etc. This is far from ideal, it is very time-consuming and invites errors.
Repeating invoice reports would save time and the opportunity for mistakes to occur.
I'm obviously not alone, being the 89th to vote. -
Yangbin Ma commented
1. Able to copy repeat invoices;
2. Able to sum up monthly total;Thank you.
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Lesley Thomas commented
Report for repeating invoices by product.
It would be very useful to be able to print off a report by product to list all clients where a repeating invoice has been raised for that product.
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Thomas Ruellan commented
Need sales forecast report
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Kevin Rother commented
With repeating invoices it appears that Xero do not listen to their clients. How flippin hard is it to enable Repeating Invoices to be exported to an excel spreadsheet. Disgraceful.
Also, one of my favourite reports "Customer Invoice Report" is being retired. It is such a quick, easy and very useful report to be replaced by what. A more clunky Aged Receivables report.
Not a happy customer at this stage
Kevin Rother
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Sarah Jacobs commented
Don't get me started on repeating invoices. I set up repeating invoices with different amounts for up to 10 years in advance.
1. There needs to be a copy repeating invoice function, so I don't have to recreate each one.
2. When I do set them up in year order (ie 2023, 2024, 2025), Xero always reorders them on the screen to a random order (ie 2024, 2023, 2025) and tell me I can just use the search/sort functionality myself.The very least Xero can do is default the order of repeating invoices to the same client in the order they were created.
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Sarah Jacobs commented
And the ability to import/export repeating invoices too.
At the moment I have to recreate a spreadsheet with the 107 repeating invoices we have!! -
Bee Hesketh commented
I still don't understand why you'd introduce a new feature (repeating invoices) and not provide a report to go with it. This shouldn't even need to be requested.
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John Jacobson commented
I'm moving to Odoo. It will replace Xero (after 9 years), ConnectWise(14 years), ActiveCampaign (3 Years), Shopify (5 years), and mean no need for Zapier, and less than half the cost of all of them. There are other options out there.
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Colin Dunkerley commented
Years later and Xero, despite billing us monthly is still disrespecting their users and ignoring this fundamental part of cashflow planning. I am going to stop recommending Xero now and look at alternatives. So sick of waiting!
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Nerine McDonald commented
The ability to report on repeating Invoices is absolutely vital for our Business, and I do believe many others as it would appear from the number of comments and votes on this particular issue.
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Clare Brooks commented
We are a growing company and now have a huge number of repeating invoices, I need to see what information (e.g. branding theme, GL account, tracking categories) in addition to the standard in a quick report to show where something needs changing or is an error before it goes out to the customer. We currently have to go into each one, even the reference doesn't show clearly on the front page. This would be unbelievably a game changer for us!
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Roshani Baral commented
Please focus on having the feature to export the recurring invoices report. It is a crucial tool for forecasting and planning. The organizations that have 300-400 plus recurring invoices find it extremely hard to get a figure together. Manually calculating them is extremely time consuming and exposes to error.
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Lisa Williams commented
We are a membership organisation and invoice annually. To pull a report on repeating invoices is critical to being able to budget and plan for our organisation. Even if it was just the ability to download a list to excel with the planned date and amount due on them would be helpful. Looking into some of the help threads, it is something users have been requesting for several years.