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  1. Reporting - Report that shows Repeating Invoices

    257 votes

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    102 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

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    Clare Wyld commented  · 

    Thanks!

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    Clare Wyld commented  · 

    If anyone finds an alternative accounting software that deals with repeating invoices please let us know.

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    Clare Wyld commented  · 

    Can't believe repeating invoices and repeating bills are so hard to include in reports - I would imagine a high proportion of businesses have switched to subscription models.

    Clare Wyld supported this idea  · 

  2. Invoices: Repeating Invoices - Bulk Import/Export

    269 votes

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    submitted  ·  106 comments  ·  For small businesses » Business features  ·  Admin →
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    Clare Wyld commented  · 

    As a subscription based business this is essential. Use Bean box but that doesn't let me track won and lost subscriptions so need to do that in spreadsheets. Amazes me there isn't a solution available - will have to keep looking

    Clare Wyld supported this idea  · 

  3. Repeating Invoices: Pause and resume repeating invoices

    46 votes

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    submitted  ·  17 comments  ·  For small businesses » Business features  ·  Admin →
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    Clare Wyld supported this idea  · 

  4. Bills - Copy Repeating Bill

    19 votes

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    submitted  ·  3 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Clare Wyld supported this idea  · 

  5. Invoice Reminders - Auto email Statements to customers

    639 votes

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    141 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!