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1,433 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Alison Shelton
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99 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Alison Shelton
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12 votesAlison Shelton
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1,088 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…
Alison Shelton
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9 votesAlison Shelton
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38 votesAlison Shelton
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15 votesAlison Shelton
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34 votesAlison Shelton
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162 votesAlison Shelton
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8 votesAlison Shelton
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20 votesAlison Shelton
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23 votesAlison Shelton
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243 votesAlison Shelton
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264 votes
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…
Alison Shelton
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106 votes
Hi community, thanks for your inputs here and we appreciate wanting an update to understand the position of this idea.
Atm, our teams are evaluating and reimagining the future of repeat invoices in Xero. We totally get the need for more controls and efficiencies for recurring payments and this is something we'd like to solve.
Right now, our teams are exploring work to enable scheduled sending of invoices and while we can't provide definite timeframes, I'll be happy to share as soon as this is further news of this for you all here.
Alison Shelton
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39 votes
An error occurred while saving the comment Alison Shelton
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Repeating Invoices - randomly "sorted" within a date. We have clients who deal with a number of sites, and also within those sites are multiple invoices. When putting a date for repeated invoices, appearance on the list is random and not grouped in any logical way. To get round this we have to assign different repeat dates for specific clients and/or sites. Then, "prepare" the invoices by choosing an invoice we want to start with and saving today's date - then going back once the invoice number has been assigned, and changing the date to what it should be.
Alison Shelton
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We often deal with several people within a contact. We usually also deal with different people in client's accounts department.