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10 results found

  1. Repeating Transactions - Customise placeholder format

    11 votes

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    submitted  ·  6 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Teresa Zhang supported this idea  · 

  2. Repeating Invoices - Generate invoice before invoice date

    248 votes

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    submitted  ·  118 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Teresa Zhang supported this idea  · 

  3. Repeating Invoices - Schedule a specific time for repeating invoices to be generated and sent

    128 votes

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    69 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we wanted to share another update here. The ability to schedule and send a one-off invoice at a date and time that works best is now available to all organisations.

    You can find this feature in the send window by clicking the dropdown arrow next to the Send email button.

    As mentioned in my last update, we understand there’s strong interest in extending this functionality to repeating invoices as well. While this isn’t currently in the pipeline, it’s something our product team will closely consider as they shape the future of repeating invoices in Xero.

    I’ll be sure to share any further updates with you here.

    Teresa Zhang supported this idea  · 

  4. Repeating Invoices: Pause and resume repeating invoices

    53 votes

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    submitted  ·  17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Teresa Zhang supported this idea  · 

  5. Repeating Invoices - Day/Date placeholder option

    183 votes

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    submitted  ·  60 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Teresa Zhang supported this idea  · 

  6. Repeating Invoices - Bulk update Next Invoice Date

    27 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Teresa Zhang supported this idea  · 

  7. Repeating invoice - Set Frequency for price/amount increase

    26 votes

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    submitted  ·  9 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Teresa Zhang supported this idea  · 

  8. Repeating Invoice - bulk update of amounts

    265 votes

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    86 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.

    Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.

    Teresa Zhang supported this idea  · 

  9. Repeating Invoices - Ability to bulk update repeating invoices

    53 votes

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    submitted  ·  8 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Teresa Zhang supported this idea  · 

  10. Invoices: Repeating Invoices - Bulk Import/Export

    289 votes

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    116 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your feedback here. We understand how valuable bulk actions would be for updating and processing repeating invoices, especially when you're managing changes at scale.

    While this work isn’t currently roadmapped, we recognise this as a gap and it’s on our team’s radar as we look at the future of repeating invoices. If there’s any news or progress to share, we’ll be sure to update this idea.

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    Teresa Zhang commented  · 

    12 years since the idea was shared yet we are still waiting..

    Teresa Zhang supported this idea  ·