Settings and activity
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62 votes
Kamilla Graven
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110 votesKamilla Graven
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50 votesKamilla Graven
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237 votes
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…
Kamilla Graven
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205 votes
An error occurred while saving the comment Kamilla Graven
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43 votes
An error occurred while saving the comment Kamilla Graven
commented
You don't need to delete and recreate, since it's yet not possible to copy from a repeating invoice, I've been copying from previous invoice and then editing the next invoice date in the repeating template.
Kamilla Graven
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19 votesKamilla Graven
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The features as they are are fine if you're generating and sending without the need for further amendments, but I agree that a separate (optional) field for create date and invoice date would be really useful. For example, I set up invoices to be created 1 week before the actual invoice date so I have time to edit anything, but that also means I have to then edit the invoice date and the due date every time. An alternative would be to add an option to "Create Now" that keeps the schedule intact, i.e. no changes to repeating invoice settings such as invoice date and due date, but since an invoice was generated from the template, Xero would recognise the template created an invoice for the current period and update the next invoice date correctly.