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  1. Reporting - Report that shows Repeating Invoices

    263 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

    275 votes

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    submitted  ·  106 comments  ·  Invoices & quotes » Invoicing  ·  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

    47 votes

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    submitted  ·  17 comments  ·  Invoices & quotes » Invoicing  ·  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

    651 votes

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    141 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.