Settings and activity
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237 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…
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Christine J Green (Numbers Australia)
supported this idea
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52 votes
An error occurred while saving the comment Christine J Green (Numbers Australia)
commented
Yes please. Very important for payroll tax submissions too.
Christine J Green (Numbers Australia)
supported this idea
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167 votesChristine J Green (Numbers Australia)
supported this idea
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RECURRING SALES INVOICES Most of my clients are recurring invoices. I need to regularly identify the values and frequency to ensure no one is missed, and to analyse cash flow forecasting. I would like a report to export to Excel and PDF so I can review all recurring invoices. Including each transaction line descriptions on the report will help too.