Advanced Repeating Invoices / Scheduled Invoice Variations
I’d love to see Xero expand repeating invoices to support scheduled future invoice variations within a single recurring invoice template.
Current Problem
Many service-based businesses invoice clients monthly for recurring services (e.g. retainers, subscriptions, support agreements, maintenance plans, etc.) but also need to bill occasional or annual charges such as:
- Annual renewals
- Membership fees
- Licence renewals
- Maintenance charges
- Contract uplifts
- Seasonal charges
- One-off setup/project fees
Currently in Xero this usually requires:
- multiple repeating invoices,
- separate one-off invoices,
- or manually editing invoices each month.
This creates unnecessary admin and breaks automation workflows such as autopay/direct debit systems that only work cleanly with a single invoice.
Example
- Jan Monthly Service Plan = $1,000
- Feb Monthly Service Plan = $1,000
- Mar Monthly Service Plan + Annual Renewal = $1,125
- Apr Monthly Service Plan = $1,000
- Dec Monthly Service Plan + Yearly Fee = $1,600
Instead of:
- generating separate invoices,
- manually copying line items,
- deleting duplicate recurring invoices,
- or chasing payment for secondary invoices.
Proposed Feature
Allow repeating invoices to support scheduled future modifications within the same recurring invoice template.
Examples:
- Add/remove/edit line items on specific future invoices
- Add charges every X months (e.g. every 12 months)
- Apply future price increases/decreases
- Preview future invoices and totals
Suggested Interface
A timeline or future invoice schedule where users can:
- expand future months/invoices,
- modify specific future invoice instances,
- create recurring billing rules,
- and preview projected invoice totals.
Example:
- Modify invoice #6 only
- Add “Annual Renewal” every 12 invoices
- Increase monthly fee from invoice #13 onward
Benefits
- Reduces manual admin
- Keeps autopay/direct debit workflows intact
- Prevents duplicate invoices
- Reduces missed billing
- Improves customer experience
- Supports real-world service agreements more accurately
- Gives better visibility into future revenue
Businesses This Would Help
This would benefit many industries including:
- Subscription businesses
- Agencies
- Accounting firms
- Professional services
- Maintenance/service contract businesses
- Consulting firms
- Membership-based businesses
Recurring invoices in real businesses are rarely static forever, and having flexible recurring invoice logic built into Xero would solve a major operational pain point.
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. 🙂
-
Melissa Rusby
commented
Being able to make changes to repeating invoices without having to manually adjust them is absolutely critical to my business.
One of my suppliers increases their fees annually in July and I have no alternative but to manually edit 500+ repeating invoices.
What has been proposed above by Daniel would be fantastic.
Even being able to carry out a simple export and import with the changes would be amazing.I'm aware that many users have raised this as a problem for quite sometime and it would be greatly appreciated if this could be addressed and a solution found asap.