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786 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…
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Bee Hesketh
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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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205 votes
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
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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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13 votesBee Hesketh
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12 votesBee Hesketh
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4 votesBee Hesketh
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23 votesBee Hesketh
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771 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
An error occurred while saving the comment Bee Hesketh
commented
Any updates for repeating invoices? Of course not.
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188 votes
An error occurred while saving the comment Bee Hesketh
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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
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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
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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
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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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220 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 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
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27 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
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39 votes
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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12 votesBee Hesketh
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648 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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18 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
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Any movement on this? This would be helpful to so many users. Especially those with direct debits for some clients.
Bee Hesketh
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11 votesBee Hesketh
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19 votesBee Hesketh
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103 votesBee Hesketh
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31 votes
An error occurred while saving the comment Bee Hesketh
commented
About half of the world's population start their week on a Monday - https://www.timeanddate.com/calendar/days/first-day-of-the-week.html
Bee Hesketh
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An error occurred while saving the comment Bee Hesketh
commented
Please fix this. It is archaic.
An error occurred while saving the comment Bee Hesketh
commented
This would be really useful. I don't know any businesses personally who start their week on a Sunday.
Any update on this? Seems as though it is a standard feature with Quickbooks.