Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

Repeating Invoices - Day/Date placeholder option

in Recurring invoices, placeholders are essential to accurate and meaningful descriptions. Placeholders seem to currently only offer Week, Month & Year but not ‘Day’ or [DATE] or [TODAY]. (with the usual +/- feature). This would be hugely helpful for recurring daily or weekly invoices or for communicating a relevant billing period on a Monthly invoice (that differs from calendar months or calendar weeks) without having to manually update the date in description of every Repeated invoice. Currently more work is required and ALL repeating invoices need manual intervention before approval whereas if this could be automated Bills could be automatically approved and sent.

149 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Jeremy Vigar shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • John Eustace commented  ·   ·  Report

    Seems like a relatively simple request but the ability to add invoice date as a placeholder would make a big difference for repeating invoices

  • Kasia Gazeas commented  ·   ·  Report

    [invoice date] and the ability to +/- would mean NO manual intervention for repeating invoices - it would be a game changer.

  • Darryn Ferris commented  ·   ·  Report

    Can we please have an update on this simple feature request

  • Samantha Hart FCCA commented  ·   ·  Report

    A quarterly placeholder would be a great benefit to us for recurring invoices

  • Ben Case commented  ·   ·  Report

    The ability to +/- would be a game changer. Please add Xero🙏

  • K & M Thygesen commented  ·   ·  Report

    NDIS requires the date of service in the Description field, as stated you have [year] [Month] and combinations of, just a simple [date] for the date invoice is created

  • Stacey Kelly commented  ·   ·  Report

    Enable a new placeholder in 'Recurring Invoices' for [Next Month Year], so that we can invoice a month ahead - current can only do current Month Year, not the following.

  • Darryn Ferris commented  ·   ·  Report

    Can we please get an update on this feature improvement. This would be a very simple addition, but make a huge improvement in administrative processing time and effort.

  • Celia McKenzie commented  ·   ·  Report

    We need this too, we have 1000's of repeating invoices each month and our clients are asking for this on the invoices we send, it should be simple.

  • Paul Bottrell commented  ·   ·  Report

    This has just become super important to me as I need to send out weekly invoices for rent and need to refer to include from and to dates.
    I went to select placeholders just assuming this would have been a standard inclusion but it's not there.
    [TODAY], [DAY] (Monday, Tuesday etc), [LAST DAY OF MONTH]

  • Danielle Susanne Hooper commented  ·   ·  Report

    Impossible for me to create a repeating invoice for a client, without being able to add the week of design work it refers to.

  • Henry Jinman commented  ·   ·  Report

    A customer has requested for us to add service dates to the repeating invoice template. E.g. 'From [issue date] to [6 months], which we would expect to result in 'From 1st April 2025 to 30th September 2025'

  • Darryn Ferris commented  ·   ·  Report

    For sometings so critical, this has been outstanding for so long. Very easy to add a placeholder field for a date into the invoice template

  • Verity Schommer commented  ·   ·  Report

    Being able to add previous month as a placeholder would also be good. We invoice at the end of the month, but in reality don't end up emailing them out until a day (or more) into the new month, so an email that says "for work done in [Month]" always ends up wrong.

  • Sumit Khapli commented  ·   ·  Report

    From my point of view, we need a placeholder for date so that we can add-subtract and provide a range in the invoice for the servicing period.
    Example : Weekly invoices need a placeholder in the description saying for which week this is being invoiced for. Giving a week number is fruitless as no one in the payment team will understand this. They need a range like 04 Nov 2024 to 08 Nov 2024 or 04/11/2024 - 8/11/2024 or 4-8 Nov 2024

  • Accounts Department commented  ·   ·  Report

    Please create a placeholder for the last day of the current month. That way our templates will be correct whether there are 28, 30 or 31 days in the month of the invoice!

    Thank you.

  • Derek Middleton commented  ·   ·  Report

    This suggestion have been helpful, but I beleive Xero should handle the Month & Year combination. Lets say I invoice on 20th December 2024, and the Reference in my Invoice needs to say "Software Subscriptions for January 2025".

    I can't really use "Software Subscriptions for [Month+1] [Year]"
    as 20/12/2024 would be "Software Subscriptions for January 2024"

    It is important that I have the correct month and year in my Reference and in the Email cover letter.

  • Judith Muenster commented  ·   ·  Report

    Please add more placeholder options. At the very least we should be able to add today's date to the recurring invoice.
    This is important for rent or items billed for weekly dates.

  • Darryn Ferris commented  ·   ·  Report

    Can we please get an update on this feature improvement. This would be a very simple addition, but make a huge improvement in administrative processing time and effort.

← Previous 1 3