Repeating Invoice - Automatic Application of Credits
Option to automatically apply or allocate existing credits to future repeating invoices. When the client receives the invoice, it will be marked as a PAID invoice because the credit has been already applied in Xero. But only if they choose to apply the existing credits instead of a refund.
Purpose: Saves time in manually creating an invoice to apply for the credits

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Bee Hesketh commented
As a subscription based business, this would be so helpful seeing as the majority of our invoices every month are repeating
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Sal Sannuto commented
Sounds like i need to beat the drum on this. I get a lot of referrals & like to give my clients a quick $100 credit on their next invoice. The loops i have to jump through to just add 1 quick credit for people is bonkers. I literally have to set reminders on my calendar to change things then change them back. Dumb.
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Joe de Berker commented
This would be very helpful to me too.
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Bee Hesketh commented
We have to add notes to our calendar to remind us to allocate credits before doing the direct debit pay run. This is such a pain, and just leaves us open to making mistakes and annoying our customers.
So many basic functions missing for repeating invoices. Don't add repeating invoices if you don't have the infrastructure to support it!
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Adam Bowden commented
This needs to be implemented, what a headache
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Judy Treloar commented
Please XERO respond if this is in your development or has a fix. I also agree with the others in this post and discussion. Please XERO, can this be a priority as I have approx. 300 repeating invoices set up and it would be great if these over and/or prepayments could be automatically allocated to the repeating invoices. Thank you in hope
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Richard Rawlings commented
How is this not a feature already!?
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Bee Hesketh commented
Any idea when you are going to make GoCardless automated features a useable feature?
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James Hayward commented
I can't believe that this is not an option. To easily apply a credit to repeating invoices. Serioulsy XERO pull your finger out. You charge us and make millions get your developers togther to work this out. Surely not that hard.
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Poolside Residences commented
Hello Xero Dev/Product ideas,
Is this idea anywhere near to being added to the dev queue? If not, what's needed to have this idea or a work around considered for development? I would think crediting an invoice is a normal business action and a needed function by all who are sending Xero repeating invoices.
I'm currently processing 100+ invoices a month and 25+ invoices have outstanding credits that need to be allocated.
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Gurpreet Singh commented
This is very frustrating that we need to manually allocate the bill credits against the outstanding Invoices, it's taking a lot of time to do so, I highly request Xero to please come up with a solution
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Monique Vlaar commented
It is very frustrating having to stop repeating invoices from being automatically sent when I know there is a credit on the account, so I can manually apply the credit after the repeating invoice has been created, and then manually send the invoice. Then remember to switch the repeating invoice back to automatic sending again.
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[Deleted User] commented
I'm getting really sick of having to add notes to our calendar to remind myself to allocate credits before doing the direct debit pay run.
So many basic functions missing for repeating invoices. Don't add repeating invoices if you don't have the infrastructure to support it!
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Jane Forrest commented
This is the one missing feature in Xero that is the literal bane of my existence.
It is so unprofessional to have to send out an updated invoice and takes an enormous amount of time each month to have to manually do this. Please please get a solution to this as soon as possible! -
Dorothy Molloy commented
I would like to have this functionality added to Xero. It is important when you have customers who are on a regular monthly payment.
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App Factory commented
I have this issue also. With repeating invoices there is no way to apply the credit to the next invoice because no invoice exists yet.
There are two use-case situations where this is really important:
1. Customer notices the wrong total on the invoice before autopay:
As a result of this missing feature, the customer gets emailed an invoice for the full amount, and screams and shouts about the total because there is supposed to be a credit! And they have every right to get upset. Then I have to apply the credit to the newly-created invoice, and email it to the customer again.
Purpose: Saves excessive manual handling, avoids making customers upset.2. Customer notices the wrong total on the invoice AFTER autopay:
As a result of this missing feature, the customer gets charged the full amount. They know they have a credit due, so apart from being a complete surprise, this could also damage their cashflow. One would expect the customer to be extremely angry at this point, and far more likely to unsubscribe. Then I have to process a refund, and maybe also deal with the loss of revenue from losing a customer.
Purpose: Saves excessive manual handling, saves angry customers, saves loss of income for your Xero users.Please consider this feature. It may not affect everyone, but for those affected the impact can be damaging. It is more important than you realise!
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Bee Hesketh commented
Firstly, there are some basic functions totally missing from repeating invoices:
1. Being able to apply a credit to future repeating invoices
2. (So that payment doesn’t accidentally get taken by direct debit when there is a credit on the account.)
3. Schedule a time for repeating invoices to be generated and sent
4. Schedule a time invoice reminders to be sent
(Currently my clients receive their invoices and reminders in the wee hours of the morning which looks really unprofessional.)Then there’s the integration with GoCardless automated payments… Which is, well, totally unusable (for me anyway).
I need one of the following for it to be able to work for me:
1. Be able to turn off invoice reminders for an invoice branding theme
2. Or be able to ‘Collect Now’ rather than on the Due DateCurrently, if I use automated payments as it is, then customers will receive invoice reminders every month for their repeating invoices, when they shouldn’t as payment is processing. I know I can turn off invoice reminders for a customer entirely, but then they won’t receive reminders for any one-off invoices, which are usually higher value and so not taken by direct debit.
So for the foreseeable, this leaves me manually collecting payments in GoCardless for the rest of my working life.
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Poolside Residences commented
Is "automatic application of credits to repeating invoices" in the development queue?
If the dev for this idea is too onerous, possible to add the manual crediting functionality available currently when generating a new invoice?
Possibly after the repeating invoice is saved as a draft, the credit can be allocated before approval?
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Rachel Yung commented
Because credit notes can't be automatically added to repeating invoices, it means that you have to manually put the credit note after the invoice has been created. This looks unprofessional sending a seconded updated invoice and means that you could also miss it, ending up carrying the credit note over again. It also takes away from the ease of invoicing and means you have to make an extra step, which is extra time. It would be great to get this fixed so that it can keep things tidy and efficient, which is why I joined Xero.
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Hristo Georgiev commented
Hello,
We offer 24 month Introductory Credit for new customers and we would like to create Credit Note to allocate the transaction that repeats every month for fixed period of time.
Would it be possible, similar to "Create Repeating Invoices and Bills" to have an option of creating repeating CN's?
Thanks
Hristo