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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >

Reports for Repeating Invoices

Started by Michael Gambill in Feature Requests | Idea

Is there a way to create a report of current repeating invoices and export them to Excel? We currently use Salesforce, use OneSaas to bring over the clients and new sales but this isn't 100%. We need a report that pulls all current repeating invoices to Excel so we can cross with Salesforce to ensure nothing is missed.

Also, with the new AutoPay feature, is there a report to pull what repeating invoice clients have signed up for this feature? As our changeover reps visit these locations, it would be helpful to see immediately so we can push them to get on if not.