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.
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