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67 results found

  1. Customer Statement - Send an overdue invoice statement

    308 votes

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    submitted  ·  44 comments  ·  For small businesses » Business features  ·  Admin →
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    Emily Wiseman supported this idea  · 

  2. Repeating Invoices - Ability to bulk update repeating invoices

    19 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Emily Wiseman shared this idea  · 

  3. Repeating Invoices - Bulk update Next Invoice Date

    23 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Emily Wiseman supported this idea  · 

  4. Repeating Invoices - Generate invoice before invoice date

    208 votes

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    submitted  ·  98 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Emily Wiseman supported this idea  · 

  5. Reporting - Report that shows Repeating Invoices

    240 votes

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    102 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Emily Wiseman supported this idea  · 

  6. Reports: Show report of customers by last statement sent

    8 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Emily Wiseman supported this idea  · 
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    Emily Wiseman commented  · 

    We have 470 customers on repeating invoices, it is exceptionally time consuming to have to manually select which need to be sent statements, especially when the filtering on send statement is next to useless and you cannot see or report on when last statements were sent for all customers.

  7. Invoice Reminders - Auto email Statements to customers

    615 votes

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    140 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    Emily Wiseman supported this idea  · 
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