Settings and activity
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67 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
Mike Gainey
supported this idea
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12 votes
⭐ Thanks so much for taking the time to share this idea in so much detail. The examples and use cases you’ve included do a great job of showing why more flexible repeating invoice schedules would make a real difference for businesses managing recurring and occasional charges.
This is an area that is continuing to gain support. The need for more flexibility, less manual admin, and better support for real-world billing arrangements is something we know matters to customers, and feedback like this helps reinforce that.
While I can’t make any specific promises on timing or delivery here, please know this idea is valuable and the level of detail you’ve provided genuinely helps inform those conversations. Thanks again for sharing it and helping highlight an important pain point.
An error occurred while saving the comment Mike Gainey
supported this idea
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Feature Request: Repeating Invoice Preview & Breakdown
Summary
Add a real-time preview panel to the repeating invoice setup screen that clearly shows how many invoices will be generated, their dates, and expected amounts—similar to the instalment breakdown experience in GoCardless.
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Problem
When creating repeating invoices in Xero, there is currently no visibility into the outcome of the configuration before saving. Users must mentally calculate:
* How many invoices will be created
* The exact invoice dates
* The total value over time
This becomes especially difficult when working with:
* Custom repeat intervals (e.g. every X months)
* End dates vs no end dates
* Variable month lengths
* Long-running contracts
As a result, users often rely on guesswork or external calculations, increasing the risk of errors and requiring rework.
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Proposed Solution
Introduce a dynamic preview panel within the repeating invoice creation screen that updates in real time based on user inputs.
The preview should display:
* Total number of invoices to be generated
* Schedule timeline, including:
* Invoice dates
* Due dates
* Per-invoice amount
* Total contract value over the selected period
* Optional: ability to expand into a full list view of all scheduled invoices
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Example UX Inspiration
GoCardless provides a strong reference by allowing users to:
* Break payments into instalments
* See exact amounts and dates instantly
* Understand the full schedule before confirming
This removes ambiguity and builds confidence in the setup.
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Key Benefits
* Reduces errors in invoice scheduling
* Saves time by eliminating manual calculations
* Improves user confidence before saving recurring templates
* Enhances transparency for long-term or high-value contracts
* Aligns with user expectations set by modern billing tools
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Optional Enhancements
* Editable schedule (adjust individual dates before saving)
* Export/download schedule as CSV or PDF
* Visual timeline (calendar-style view)
* Warnings for edge cases (e.g. end date results in only 1 invoice)
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Use Case Example
“I set a repeating invoice for £500/month from April to December.
The preview immediately shows:
* 9 invoices
* Dates from Apr → Dec
* Total = £4,500
So I know it’s correct before saving.”