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1931 results found
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Repeating Invoice - Update repeating invoice if contact email address is changed
It would be good to have the option to update any repeating invoice if the contact email address is changed, whether it could be a pop up reminder to update the repeating invoice or automatically update it if it is the only address against the contact. This would save time and any errors if the repeating invoice is not updated
16 votesWe value your feedback and appreciate everyone that's shared benefits found by being prompted of a change in contact email.
While this has been looked into by our Product teams, we want to be honest that we don't have plans for re-developing a prompt on repeat invoices when a contacts email is updated at this time. We'll move this idea to not planned, and if there's change for this down the line we'll be sure to return & update on that, here. Thanks
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Repeating invoices - File attached to generated invoice/bill
added documents to a repeating sales invoice template, copy into the repeating invoice
30 votes -
Invoice - Copy to repeating invoice
It would be nice to be able to use "copy to" function on an approved invoice to create a new repeating invoice.
3 votesHi Lorraine, not quite labelled 'Copy to' however this is possible 😁
You'll find a 'Repeat' option from an approved invoice where you can create a repeat invoice template - See here.
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Repeating Invoice - bulk update of amounts
We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!
227 votesThanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
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Quote - Create repeating Invoice from quote
Currently, to invoice from a quote = a standard invoice. There needs to be an option to create an repeating invoice also. This is consistent with the request to change a standard invoice into a repeating invoice also.
5 votes -
Invoicing - Repeating invoice with annual increase
Repeating Invoices - automatic price increase
We have several client contracts which include 5% price increases per annum. It would be great if you could create a repeating invoice and specify a percentage to increase the amount by on its next repeat
12 votes -
Repeating invoice for a customer group
The ability to create a repeating invoice to a customer group
12 votes -
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
44 votes -
Contact - View Repeating Invoice details on Contact record
To make users able to see repeating invoice details from Contact record.
Purpose: To make users jump into active repeating invoices easily, and to minimise the risk of setting up duplicate repeating invoices for the same contact.
19 votes -
Repeating Invoices: Pause and resume repeating invoices
Ability to pause repeating invoices and resume it.
Purpose: Users’ don’t need to delete the repeating invoice and re-create it again.
41 votes -
Projects - Assign repeating invoice to a project
Ability to assign repeating to Xero Project.
Purpose: To save users’ time from manually assigning repeating invoices.
164 votes -
Repeating Invoice - Update template if contact email address is changed
Repeating Invoice - Update repeating invoice if contact email address is changed
Cant add vote to original post since status changed to "Not Planned" so escalated!4 votes -
Repeating invoices: Ability to copy them to create new ones
Users can copy and create a new repeating invoice from an existing repeating invoice rather than having to copy from an existing approved invoice.
18 votesHi everyone, although not from the template itself you can create a Repeat template from an invoice that has been generated from an existing template.
See more from my note on the idea here.
I've also included an image of what this looks like in the invoice.
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eInvoicing: Support for repeating eInvoices
Ability to select e-invoicing for a repeating invoice
80 votes -
Invoices - Add a notification when the repeating invoice ends
Get notified when a repeating invoice ends.
1 vote -
Repeating Invoice - Ability to change description in bulk
Global change of description on repeating invoices - some folk have same text but include current month before sending - currently required to edit each invoice to achieve this
4 votesHi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.
To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.
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Repeating Invoices - Bulk update Next Invoice Date
Repeating Invoice - Bulk update next invoice date
I am an accountant with clients who make use of repeating invoices. The current problem is that in certain months they want to run their invoices on different dates due to public holidays or festive season. In these situations they have to manually go and update the "next invoice date" in each invoice.
I want to suggest a bulk action for this as it would end up saving hours for the businesses.
19 votes -
Repeating Invoice - Introduction of the most basic features required
After years of using Xero and the majority of our invoices each month being repeat ones, I am increasingly frustrated with the lack of the most basic features for repeating invoices.
Combined, there are thousands of upvotes for the most basic features, most of which have been submitted years ago. And seem to go totally ignored by the Xero team.
I've listed just a few of these incredibly basic features below:
- Reporting - Report that shows Repeating Invoices
- Repeating invoices: Ability to copy them to create new ones
- Repeating Invoices - Generate invoice before invoice…
1 voteSorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.
In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.
It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.
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Repeating Invoices - Use updated inventory Unit Prices on repeating invoice templates
When you update the inventory selling price of an item you expect that this is reflected when a repeated invoice is generated. This is not currently the case. The price is ONLY updated when you edit the repeated invoice. Please have an option box on the repeated invoice that allows inventory price updates on generation. Currently waste hours and hours and make mistakes every time an inventory item changes price. Logged support cases about this for years but trying here now. Huge time saver.
22 votes -
New Repeating Invoice - Include option for "Fortnightly" Transactions
In the "New Repeating Invoice" section, Sub section "Repeat This Transaction Every" only has weekly or Monthly. A lot of employees get paid Fortnightly (Two weeks) and would be a great addition to add the "Fortnightly" option. Also adding the "Fortnightly" option in the Reference, Place Holder area. Please see the attached image as these area are highlighted.
5 votesHi team, this is already possible with the options in the repeat template. You'll want to enter the number '2' and select 'week(s)'. 🙂
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