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.
-
Alexandra Oglethorpe commented
This would be extremely useful to us. Especially if we can filter by account number/name and Tracking Categories.
-
Steve Black commented
This is vital for sales detail forecast/planning
-
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!
-
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!
-
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!
-
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
-
Sarah Jacobs commented
At the very least I need to be able to view the repeating invoices list screen without the reference field being truncated. This is especially annoying as the 'next invoice date' field width is the same width as the reference field width - which is a poor design as any date field only needs to be 11 characters wide.
If I can't have a report, then I would expect to be able to export the repeating invoices with all fields included in the export
-
Sarah Jacobs commented
Thanks Nick, beanbox looks good. I agree, having to use a third party appfor basic functionality not available in Xero is very silly.
I manually populate my spreadsheet, then import it into monday.com so I can report forecast recurring revenue using their executive dashboard -
Nick Ives commented
We are currently using https://www.beanbox.app/ do this, which seems silly when this should be part of Xero reporting.
-
Sarah Jacobs commented
Very important as I have over 50 repeating invoices and have to manually populate a spreadsheet with their details
-
Catherine Guiver commented
Better reporting is one reason why we wanted to move from Sage to Xero, I'm very disappointed that this is not available to us, it doesn't seem hard to add in.
-
Jeremy Hillier commented
It's very surprising that repeating invoices aren't included in invoice report. Ideally I should be able to select "Repeating invoices" in the "More" dropdown alongside quotes and prepayments
-
Andy Brewood commented
We really need a way to report on and/or export repeating invoices, ideally including the theme/branding of the invoice, as we use that to determine which clients are paying by Direct Debit.
-
Sue Kesa commented
We need
1) a customisable report of repeating invoices
2) add an export to excel or pdf option and
3) the functionality to customise the headings of the repeating invoices view -
Accounts EventDraw commented
Can anyone tell me why I can export my repeating invoices. You can export all other invoices "draft, awaiting payment etc" but you cannot export repeating invoices.
I have to pay for a separate product that can carry out this simple request but I should not have to pay a separate company for this.
It's absolutely crazy I cannot forecast my repeating invoices and start viewing reports. Xero have totally failed its clients with such an important report and function. -
Lauren Davey commented
Report for recurring revenue - repeating invoices