Recurring Invoices - Display a history log with dates and numbers of all invoices generated from a Recurring Invoice template
We have many recurring invoices set up in Xero. When we want to see how many have been issued, say using one particular recurring invoice template, we have to look at the activity or search for the amount. Could this date and invoice number be added as a Note under the core recurring template?
Bruce Rose
shared this idea
Hi Bruce, thanks for submitting this idea. We understand that having a clear history of invoices generated from repeating templates could make it easier to review billing activity and respond to customer queries.
The suggestion here is to add a history log within repeating templates, showing invoices created, dates, and amounts linked to each template.
For now, you can use filters in the Invoices screen to search by contact, date, or invoice details to review transactions created from a repeating template.
We’ve moved this idea to Gaining Support so we can continue tracking interest from the community.
