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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.

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Reporting - Show a list of customers who have set up Auto Pay

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.
Ah there's no way to report on repeating invoices atm, Michael. We've another request on this here that you can add your vote to, if you'd like. Our Community Managers and I'll let you know there if there's any news in this areas.

Re. auto pay - when your customer's have set this up, the text "Auto pay active" will pop up at the top of the repeating invoice, and your repeating invoice list. But there ins't a way to surface this bit of detail into a report right now. To get a good grasp of demand for the two suggestions you've made above, I'm going to edit the title of your request so others can add their vote to the relevant requests. :)
 

Kavi S (Community Manager)