Skip to content

Settings and activity

2 results found

  1. 325 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

    An error occurred while saving the comment
    Lisa Williams commented  · 

    This has been requested for years, is Xero going to look at this? To action this per customer is a very inefficient option. other programs offer this. Please relook into this.

  2. 237 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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…

    An error occurred while saving the comment
    Lisa Williams commented  · 

    We are a membership organisation and invoice annually. To pull a report on repeating invoices is critical to being able to budget and plan for our organisation. Even if it was just the ability to download a list to excel with the planned date and amount due on them would be helpful. Looking into some of the help threads, it is something users have been requesting for several years.