Xero needs a function to set recurring invoices to go out a week or two earlier in December.
Xero needs a function where you can trigger your recurring invoices to go out at an earlier date in the run up to the holiday season. So, for example, my recurring invoices are set to go out on the 25th of the month, but I had to manually recreate them to go out on the 19th of this month, before my clients' close.
Although I found lots of info online, and on ChatGPT, about the possible options for doing this, after exploring ALL of these options, not one of the proposed methods aligned to the current Xero set up - there was always just one button or link missing from where one of the steps said it should be found. And whenever it was missing, I found some reference online that said this function must have been removed / moved in the latest version. A key function like this should not be so difficult to find, if it is there at all.
I find it both surprising and frustrating that Xero does not offer a solution for what must be a very common issue.
Etienne Virét
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂