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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!

I would like to have this functionality added to Xero. It is important when you have customers who are on a regular monthly payment.

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!

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 Date

Currently, 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.

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?

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.

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

This is critical for making repeating invoices function properly. Currently, if there is an overpayment for a client of ours that is set up with repeating invoices, we have to go in and apply the overpayment immediately after the repeating invoice is sent and our repeating invoices are sent around midnight. If we don't do this, the client has submitted payments right away and then we still have the overpayment amount in their account. This feature could be a simple check box added to the set up process for a repeating invoice which allows you to check yes or no if you want any overpayments for this client to be automatically applied at the time that a repeating invoice is processed.

Would like if a credit note or overpayment could be automatically allocated to a repeating invoice.

Constantly having to hold over Repeating Invoices as Drafts instead of sending immediately for Stripe Payment as have to apply any applicable credits before sending - lose at least one day before getting paid.