Invoicing - view contacts last few invoices (at least 5)
Hi Xero Team,
I’d love to suggest a feature that would really improve efficiency when invoicing clients with recurring or frequent billing.
In QuickBooks, when selecting a contact on an invoice, it would show a quick reference of that client’s last 5 invoice amounts. This helped a lot with ensuring consistency in recurring invoices, especially when amounts vary slightly month-to-month.
In Xero, the “Add Last Item” toggle doesn’t quite solve this, since many clients have more than one invoice per month — so it may not reflect the most relevant or recent invoice for the context.
It would be amazing to have a summary (maybe a small expandable section) showing the most recent 3–5 invoice totals and dates for that contact directly in the invoice view.
Thanks so much for the great platform and your time!
Kind regards,
Dušanke Buys
Digit 3D Fleet and Fuel Management (PTY) Ltd
Dusanke Buys
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albex ulpoer
commented
Hi Xero Team, it would be fantastic to have a feature that shows the last 3–5 invoices for a contact directly in the invoice view, including amounts and dates, as this would greatly improve efficiency for clients with frequent or variable billing. Similar to how QuickBooks provides a quick reference for recent invoices, having a small expandable summary in Xero would ensure consistency and reduce errors when creating new invoices. This kind of practical enhancement is exactly the kind of thoughtful user-friendly improvement that makes tools more effective — much like how apps like https://busimulatorultimateapk.com offer seamless, engaging experiences for their users.