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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Sarah Jacobs commented  ·   ·  Report

    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  ·   ·  Report

    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

  • Sarah Jacobs commented  ·   ·  Report

    Very important as I have over 50 repeating invoices and have to manually populate a spreadsheet with their details

  • Catherine Guiver commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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.

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