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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 Marc Heaselden supported this idea ·
I'm stunned that this facility isn't already a standard facility in the reports function, and it's omission from reporting is sorely missed. I need this function to be able to forecast future invoice values which will aid in cashflow forecasts. It would also be extremely useful to be able to adjust repeating invoices for price increases across the board by a fixed percentage increase. (Another function idea needed?)