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  1. Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent

    84 votes

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    submitted  ·  46 comments  ·  For small businesses » Business features  ·  Admin →
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    Kika Jacobs supported this idea  · 

  2. Invoicing | View outstanding bills - Simpler process to access

    5 votes

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    3 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account. 

    The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed. 

    Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this.   It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here. 

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    Kika Jacobs commented  · 

    Far too time consuming and off putting for a new client who would just like to view their bills and pay in one go

    Kika Jacobs supported this idea  · 

  3. Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices

    24 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Kika Jacobs commented  · 

    We require the report to show us paid invoices and not written off invoices

    Kika Jacobs supported this idea  · 

  4. Repeating Invoice - bulk update of amounts

    232 votes

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    74 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Kika Jacobs supported this idea  · 

  5. Invoice - Add Preview option to Repeating invoices

    7 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kika Jacobs commented  · 

    Repeating Invoice - Preview before sending would be good

    Kika Jacobs supported this idea  · 

  6. Reporting - Report that shows Repeating Invoices

    237 votes

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    102 comments  ·  For small businesses » Accounting features  ·  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…

    Kika Jacobs supported this idea  ·