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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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We are still in desperate need of a detailed repeating invoice report.
Our business is based on RMR, and to gauge our company's success, we need something that can be exported to excel/.csv.
With over 800 repeating invoices, it is close to impossible to manage them without a detailed report.
To include but not limited to:
Customer Name
Invoiced figures need to be calculated on a Monthly, quarterly, and annual basis.
Billing Frequency