Settings and activity
7 results found
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723 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
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Damian Clark
supported this idea
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An error occurred while saving the comment Damian Clark
commented
https://trimly.app/ sends invoices at 9am local time and on repeating invoice schedules, individual invoices can have the date changed so they're not dated on the weekend too.
Heaps of other things that we're building in here too like forecast invoicing from the repeating invoice schedules -
48 votes
An error occurred while saving the comment Damian Clark
commented
this app allows you attach docs to the repeating invoice schedule
Beta testing currently - but there is a sign up at the bottom of the page
https://trimly.app/ -
28 votes
An error occurred while saving the comment Damian Clark
commented
This app has daily invoice scheduling - there is a sign up page at the bottom of the page. Beta testing currently
https://trimly.app/ -
26 votes
An error occurred while saving the comment Damian Clark
commented
This app is working towards being a cost-effective solution for amortization type adjs like prepaymetns and deferred revenue (and also forecasts from the repeating invoices schedules, and more)
Looking for testers
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108 votes
Hi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.
While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.
An error occurred while saving the comment Damian Clark
commented
This app is working towards being a cost-effective solution for deferred revenue (and also forecasts from the repeating invoices schedules, and more)
Early stages but the roadmap is interesting
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53 votes
An error occurred while saving the comment Damian Clark
commented
This app includes a workaround - it allows users to edit invoice schedules created - so you can do things like setup a schedule for 12 invoices but then delete or edit the (say) 5th and 6th invoice
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263 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 Damian Clark
commented
This app solves this problem and delivers 2-click forecasts that can be exported to excel (there is also deferred revenue and more coming soon)
https://trimly.app/
Try trimly.app which has this feature inbuilt to send within working hours