Settings and activity
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113 votes
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Darren Barson
commented
I think there is a workaround using the Quote functionality in Xero that we use at StratFin.uk
1. Create a PROFORMA invoice branding theme
2. rename the QUOTE template as 'PRO FORMA INVOICE'
3. Create a quote as you would ordinarily and select the 'PRO FORMA INVOICE' theme
4. Send the Pro-Forma invoice via Xero using the quote functionality (you can change the reference to 'PFI 0000' if you want here
5. When the customer pays, issue an invoice from the quote as you would normally including the tax and other information
6. The receipt can then be reconciled against the tax invoice and dated the date of the receipt
7. email the invoice to the customer for their records
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484 votesDarren Barson
supported this idea
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71 votesDarren Barson
supported this idea
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205 votesDarren Barson
supported this idea
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238 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…
Darren Barson
supported this idea
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326 votes
Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.
Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers.
While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.
Darren Barson
supported this idea
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710 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Darren Barson
supported this idea
·
I think there is a workaround using the Quote functionality in Xero that we use at StratFin.uk
1. Create a PROFORMA invoice branding theme
2. rename the QUOTE template as 'PRO FORMA INVOICE'
3. Create a quote as you would ordinarily and select the 'PRO FORMA INVOICE' theme
4. Send the Pro-Forma invoice via Xero using the quote functionality (you can change the reference to 'PFI 0000' if you want here
5. When the customer pays, issue an invoice from the quote as you would normally including the tax and other information
6. The receipt can then be reconciled against the tax invoice and dated the date of the receipt
7. email the invoice to the customer for their records