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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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.
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Alexandra Oglethorpe commented
This would be extremely useful to us. Especially if we can filter by account number/name and Tracking Categories.
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Steve Black commented
This is vital for sales detail forecast/planning
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London Environmental commented
Xero, please add a new repeating invoice report; its a good way to assess a contract portfolio. It is difficult to assess trends and new business as repeating invoices and individual sales invoices get mixed in. Similar to Andy below, we have hundreds of businesses on repeating invoices- I am still having to rely heavily on excel to try and monitor our long term business. Why also can we not export the repeating sales information at the very least? Please get this report!
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Andy Brewood commented
We currently have over 340 repeating invoices and adding more on a monthly basis because we're an accountancy firm and a Xero partner/reseller! It's currently impossible to report on the values / descriptions / branding / recipient email address of these repeating invoices.. and checking them individually is nonsense in this day and age.. come on Xero!
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Joanna van Sprang commented
We currently have over 100 repeating invoice templates (variety of monthly/quarterly etc) but cannot extract a list of these showing details. Instead, I have to open each template to check for accuracy. I asked Xero for this ability some years ago, & still no action. This is obviously a popular request looking at the comments here, Xero!
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Donna Humphreys commented
I can't believe this doesn't exist yet. There's no way to see the detail of the repeating invoices. We for example have customers with several sites and they're invoiced a yearly fee. It's impossible to see if all the sites have been accounted for without going into the repeat invoice and checking the description. I don't really want to use yet another software and pay for that too