Settings and activity
36 results found
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222 votes
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. 🙂
An error occurred while saving the comment An error occurred while saving the comment 
Bee Hesketh
commented
Yet another area of repeating invoices where Xero's only solution is to perform it manually. Great.
I don't think there is a single area of our billing processes which we are now able to automate with Xero, due to issues/bugs (so called 'Product Ideas').
Bee Hesketh
supported this idea
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82 votes
An error occurred while saving the comment Bee Hesketh
commented
Getting really sick of not being able to automate the sending of our invoices because of this. Very frustrating!
We don't even need to specify a specific time, just make it so that it is during the daytime in our country.
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you get round to bringing repeating invoices in to the 21st century? The lack of this feature means we have to send all of our invoices manually every month.
An error occurred while saving the comment Bee Hesketh
commented
I complained about this to Xero and their solution is to set repeating invoices to be drafts and then manually send them all. Thus making the process even less automated. Great.
An error occurred while saving the comment Bee Hesketh
commented
This is becoming a real bugbear for us now. Please fix!
An error occurred while saving the comment Bee Hesketh
commented
Surely at the very least you can set these to send within business hours if we give you our timezones? Come on Xero.
An error occurred while saving the comment Bee Hesketh
commented
Around 90% of our invoices are repeating. All of these get sent out just after midnight.
It looks so unprofessional. I don't even want to be able to set a specific time. I would just like it to be at a more reasonable time that isn't the middle of the night for our customers.
An error occurred while saving the comment Bee Hesketh
commented
This really is a must. Even if you can only set a single time/window for all repeating invoices in general. Anything to stop them going out at night would be helpful for us. Seems really unprofessional to get an invoice in the middle of the night.
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221 votes
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you going to get round to bringing repeating invoices in to the 21st century?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you get round to bringing repeating invoices in to the 21st century? As a subscription based business we are unable to get the reports that we need.
An error occurred while saving the comment Bee Hesketh
commented
It has been well over 2 years now. Come on Xero. This shouldn't be a 'feature request'. It should have been implemented at the same time that repeating invoices were introduced!
An error occurred while saving the comment Bee Hesketh
commented
Repeating invoices lack so many fundamental features. Not being able to get a basic report is definitely one of them.
As a business where the majority of our invoicing is repeating, this is becoming increasingly frustrating. This isn't a 'Product Idea' it is a fundamental feature that should have been included from the moment Xero introduced repeating invoices.
An error occurred while saving the comment Bee Hesketh
commented
Still don't understand why Xero would release repeating invoices as a feature, but not include the basic infrastructure / functionality to support it. There's so many issues with repeating invoices but this has to be one of the most basic things that's missing.
Over 90% of our invoices are repeating and this means we just aren't able to report accurately.
An error occurred while saving the comment Bee Hesketh
commented
It's been 2 years. Any movement on this?
Bee Hesketh
supported this idea
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An error occurred while saving the comment Bee Hesketh
commented
Been asking for this for years. Why add a feature like repeating invoices and not include the most basic of reports/features to support it? Over 90% of our invoices are repeating.
An error occurred while saving the comment Bee Hesketh
commented
I still don't understand why you'd introduce a new feature (repeating invoices) and not provide a report to go with it. This shouldn't even need to be requested.
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12 votes
An error occurred while saving the comment Bee Hesketh
commented
This would be useful. We also need to be able to add accruing late fees which is currently not possible. Seems it could be quite a similar feature.
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40 votes
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero. When are you get round to bringing repeating invoices in to the 21st century?
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194 votes
An error occurred while saving the comment Bee Hesketh
commented
Still waiting...... Come on Xero. When are you get round to bringing repeating invoices in to the 21st century?
An error occurred while saving the comment Bee Hesketh
commented
Come on Xero...... This is such a necessity. It bugs me that it's even down as a 'product idea' when it should be a standard feature.
An error occurred while saving the comment Bee Hesketh
commented
I'm so sick of the lack of the most basic features for repeating invoices. I thought Xero was supposed to make running a business easier?
An error occurred while saving the comment Bee Hesketh
commented
We need this so that we can use GoCardless automated payments. Currently we have to manually take every single direct debit when the repeating invoices are created, but generating the invoices earlier would make it easier to automate that process.
An error occurred while saving the comment Bee Hesketh
commented
Yep, so many problems with repeating invoices. It looks so unprofessional sending out invoices at 2am.
An error occurred while saving the comment Bee Hesketh
commented
Xero just tell us if you aren't going to fix this and then we can stop waiting and move to a different accounting software.
An error occurred while saving the comment Bee Hesketh
commented
Edit - Purpose: To make the GoCardless automated payments for repeating invoices a usable feature
An error occurred while saving the comment Bee Hesketh
commented
This would be so helpful. We take payment via direct debit which we can only collect once the invoice is generated. So quite often you get customers who forget and then manually pay as well because it hasn't been paid at the point the invoice is sent.
Then you have the ongoing saga of not being able to apply a credit to a future repeating invoice.
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43 votes
An error occurred while saving the comment Bee Hesketh
commented
As a subscription based business, this would be so helpful seeing as the majority of our invoices every month are repeating
An error occurred while saving the comment Bee Hesketh
commented
We have to add notes to our calendar to remind us to allocate credits before doing the direct debit pay run. This is such a pain, and just leaves us open to making mistakes and annoying our customers.
So many basic functions missing for repeating invoices. Don't add repeating invoices if you don't have the infrastructure to support it!
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14 votes
An error occurred while saving the comment Bee Hesketh
commented
Yet another limitation of repeating invoices. Very frustrating
Bee Hesketh
supported this idea
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815 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Bee Hesketh
commented
Any update on this? Seems as though it is a standard feature with Quickbooks.
Bee Hesketh
supported this idea
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32 votes
An error occurred while saving the comment Bee Hesketh
commented
Either fix the issues with the GoCardless integrations, or give us a bank feed. The lack of functionality currently is incredibly poor.
Bee Hesketh
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15 votesBee Hesketh
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12 votesBee Hesketh
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4 votesBee Hesketh
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25 votesBee Hesketh
supported this idea
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851 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
An error occurred while saving the comment Bee Hesketh
commented
Any updates for repeating invoices? Of course not.
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29 votes
An error occurred while saving the comment Bee Hesketh
commented
We are stuck running our direct debit on the 20th of every month because of this. It doesn't matter whether I'm on holiday or it's the weekend, it has to be the 20th because we can't select "the last Friday" (or similar) for our repeating invoices.
If we don't sort the direct debit at this time, then customers start receiving invoice reminders (when they shouldn't) because there is no way to turn those off for specific repeating invoice templates paid by direct debit.
More and more businesses are running on similar subscription models, yet Xero are still in the dark ages.
Bee Hesketh
supported this idea
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705 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Bee Hesketh
commented
Still saying invoice 'Edited' rather than 'Invoice Sent' for me. When is this going to be fixed? Surely the most fundamental thing we can expect from any accounting software is sending invoices and being able to see a clear audit trail.
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7 votesBee Hesketh
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19 votes
An error occurred while saving the comment Bee Hesketh
commented
This would be so beneficial for our business. It would help us actually get paid... Surely one of the most important features of accounting software?
An error occurred while saving the comment Bee Hesketh
commented
Any movement on this? This would be helpful to so many users. Especially those with direct debits for some clients.
Bee Hesketh
shared this idea
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11 votesBee Hesketh
supported this idea
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Come on Xero. When are you going to get round to bringing repeating invoices in to the 21st century?