Alex Hartley


Mastering Repeating Invoices with Xero Training: A Complete Guide

A stack of repeating invoices in a filing cabinet.
Xero: Repeating Invoices Made Easy

Introduction: The Latest News in Invoice Automation

Welcome to JacRox, a brand division of Jack Ross Chartered Accountants in Manchester. We are dedicated to offering expert Xero services to a wide variety of clients, from sole traders to large corporations. If you are in need of state-of-the-art cloud accounting software, use the contact form on the right and one of our JacRox team will be in touch to discuss next steps.

If you are a small business owner, you understand the importance of efficient invoicing. Xero, a leading accounting software, offers a feature that automates this process: repeating invoices. This guide, built on the foundation of Xero training, will provide an overview of how to effectively use repeating invoices in Xero.

Why Repeating Invoices in Xero?

Repeating invoices save your time and energy by automating recurring transactions. No need to manually create new invoices every time—let Xero do the work for you.

Setting Up Repeating Invoices: A Step-by-Step Guide

Create a Repeating Invoice: The Essentials

  1. Navigate to Xero Dashboard: Open the ‘Invoices’ tab.
  2. Choose ‘New Repeating Invoice’: You will be redirected to a new repeating invoice screen.
  3. Invoice Template: Choose an existing invoice template or create a new one.
  4. Transaction Details: Input the necessary information such as invoice date, due date, and transaction amount.
  5. Approve for Sending: If you are ready to send the invoice automatically, select ‘Approve for Sending’.

Tips and Tricks: Get the Most Out of Xero

  • Start Date and End Date: You can specify the duration for which the invoice will recur.
  • Insert Placeholder: Use placeholders for variable amounts, like dates.
  • Frequency: Choose how often the invoice will recur – weeks or months.

Automate Your Cash Flow: Let Xero Do the Work

  • Automatically Generate: Xero automatically generates invoices based on your settings, improving cash flow.
  • Get Paid Faster: Automate the payment process by linking a credit card or direct debit.

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Editing an Existing Template: It Is Even Easier

Turn an existing invoice into a repeating one by editing the template. Just navigate to the invoice you want to convert, and update the settings to make it a repeating invoice.

Troubleshooting: When to Get in Touch with an Accountant

While Xero makes the process straightforward, you might face challenges. For more complex invoicing requirements, do not hesitate to get in touch with an accountant experienced in Xero accounting software.

Summary: Save Time with Xero’s Repeating Invoices

Repeating invoices in Xero offer a streamlined workflow, automating your invoicing process and saving you valuable time. Utilising this feature to its full extent can significantly impact your business, making your accounting even more efficient.

Alex Hartley
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Creating a repeating invoice in Xero is a straightforward process. Simply log in to your Xero dashboard and navigate to the ‘Invoices’ tab. From there, select ‘New Repeating Invoice’ to open a new repeating invoice screen. You can either choose an existing invoice template or create a new one. Input the necessary transaction details, such as the invoice date, due date, and transaction amount. If you want the invoice to be sent automatically, select the ‘Approve for Sending’ option. Save your settings, and you are all set!

Yes, you can easily turn an existing invoice into a repeating invoice in Xero. Navigate to the invoice you wish to convert into a repeating invoice. Edit the invoice template by updating the necessary settings to make it a repeating invoice. For example, you can set the start and end dates, frequency, and placeholders for variable amounts. Once you have made the changes, save the invoice template to apply the new repeating invoice settings.

If you encounter any challenges or complexities while setting up or managing repeating invoices in Xero, it is advisable to consult with an accountant experienced in Xero accounting software. They can provide expert advice and solutions tailored to your specific invoicing needs. You can also reach out to Xero’s customer support or refer to their detailed FAQs and tutorials for additional assistance.

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