23 results found
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Feature Request: Quarterly, Six‑Monthly & Yearly Repeat Templates
Dear Xero Product Team,
I would like to request the addition of new repeat template options for invoices and bills—specifically quarterly, six‑monthly, and yearly frequencies. These options would serve as helpful reminders for generating invoices or bills based on each company’s specific requirements.
This enhancement would be especially beneficial for businesses and agencies involved in residential property management and lettings, as well as suppliers who rely on Xero for regular billing cycles.Thank you for considering this request.
Waqar Ahmad1 voteHi Waqar, thanks for sharing this suggestion.The suggestion here is to add more set options for recurring timeframes like quarterly, six-monthly, or yearly schedules.
Just to clarify, this is already possible in Xero using the existing repeating transaction settings. Instead of selecting a preset option, you can enter the number of months directly in the “Repeat this transaction every” field. For example, enter 3 months for quarterly, 6 months for every six months, or 12 months for yearly.
As this functionality is already available, we’ve updated the status to Existing Functionality and closed this idea for voting. Thanks again for sharing your feedback and helping highlight where clearer guidance could improve the setup experience.
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Invoicing - Full invoice preview
When the invoice has been approved and need to be emailed, the side by side view is great but I would like to see the invoice amount ex VAT, not the total of the invoice and it would be good to see all the body of the invoice as well, not just saying there are more items, you cant even click on it to see
2 votesHi Lisa, I know it's been sometime since you initially raised the idea with us here. Rounding back on this I wanted to highlight the 'Get link' that is available from the 3 dot drop down menu in the top right of the invoice.
You'll be able to copy and paste the URL that's provided to view the full invoice that will be shown to your customer.
There will be a subtotal that shows the invoice amount excluding VAT, the VAT amount applied and the Amount due including VAT.
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Add an "All Time" date range option to the search filter dropdowns
Can you please add an "All" option in the date field. When one chooses this option all transactions for this specific customer, supplier or detailed ledger should open.
1 voteHi Reyke, thanks for raising this idea. We understand why having an “All Time” option in date filters could make it easier to review historical transactions, especially when looking back through customer or supplier records.
In areas like the Invoices and Bills lists, you can already view all historical records by leaving the date fields blank and searching by contact name. This will show matching transactions across the organisation’s history without applying a date range.
As this option is already available, I’ve updated the status of this request to Existing Functionality and closed it for further voting. If you’re referring to a specific report or workflow, feel free to share more details.
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