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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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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific repeating invoices report. 

We appreciate your understanding, and if there's any change for this in the future we'll share an update with you all here. 

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  • 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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