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180 votes
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Lois Bulch
supported this idea
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242 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…
An error occurred while saving the comment Lois Bulch
commented
We also need to have the option to include repeating invoices in projected profit and loss reports. As it is now, in order to ensure I have all the invoices in AND ********* our customized P&L report, I have to input all of our invoices manually (750 vs 75 if I could do them as repeating) just for one of our products alone. We also moved from Sage to Xero for better functionality but this one offers less than Sage in this regard.
We too are still looking for this capability and are finding it increasingly important for our business.
1) adding multiple invoices drastically increases the possibility for error and/or time consuming cross checking (missing a date etc.)
2) We depend on a projected P&L for our Board to make decisions throughout the year and cannot do this unless we create multiple invoices rather than one invoice with multiple payment due dates which is what we need.
3)This would provide a cleaner statement for our clients
4) Better reports could be generated for me to provide Calendar year statments (which our clients need for tax purposes, but our fiscal/academic year splits on July 1st, creating the need for manual letters for statments for clients - again, leaving room for error.
5) We are a not for profit, charitable org with limited resources, so many aspects of getting this fixed would save us time and money better spent helping students or fundraising.
6) It would allow greater flexibility in billing clients in a climate where finances are tight for many and there is a greater need for non-standard payment requests.