Xero needs a function where you can trigger your recurring invoices to go out at an earlier date in the run up to the holiday season. So, for example, my recurring invoices are set to go out on the 25th of the month, but I had to manually recreate them to go out on the 19th of this month, before my clients' close.
Although I found lots of info online, and on ChatGPT, about the possible options for doing this, after exploring ALL of these options, not one of the proposed methods aligned to the current Xero set up - there was always just one button or link missing from where one of the steps said it should be found. And whenever it was missing, I found some reference online that said this function must have been removed / moved in the latest version. A key function like this should not be so difficult to find, if it is there at all.
I find it both surprising and frustrating that Xero does not offer a solution for what must be a very common issue.
Etienne Virét
supported this idea
·
Xero needs a function where you can trigger your recurring invoices to go out at an earlier date in the run up to the holiday season. So, for example, my recurring invoices are set to go out on the 25th of the month, but I had to manually recreate them to go out on the 19th of this month, before my clients' close.
Although I found lots of info online, and on ChatGPT, about the possible options for doing this, after exploring ALL of these options, not one of the proposed methods aligned to the current Xero set up - there was always just one button or link missing from where one of the steps said it should be found. And whenever it was missing, I found some reference online that said this function must have been removed / moved in the latest version. A key function like this should not be so difficult to find, if it is there at all.
I find it both surprising and frustrating that Xero does not offer a solution for what must be a very common issue.