Repeating invoices via the API
Be able to create and manage repeating invoices (http://help.xero.com/#Accounts_RepeatingInvoice) via the API.
Hi all, I’m pleased to announce this functionality is now available - see the developer documentation here. You’re a patient bunch, and we thank you for bearing with us! - Lance
I find it incongruous that Xero can say “Create professional recurring invoices and schedule bill payments to manage cash-flow.” in their selling story… http://www.xero.com/au/accounting-software/invoicing/
However once signed up and you want a report on Recurring Invoices there are zero available. And if you (as we do) have the capability to extract the data with their API you find this data is not available to be exported. And when asked why (which is the 3rd highest voted issue) the response is “Xero is not suitable as a billing engine, which is what the net effect of exposing repeating invoices via the API would be.”
At the end of the day we have to key our recurring invoices into Xero and then again into a Spreadsheet to be able to keep track of our projected Cashflow. This is frustrating when systemically running a report (or csv download) would be super easy for Xero with it all sitting there in their database.
(or allowing API access so we can export the data ourselves)
Rashesh Joshi commented
Xero API - Guys - Rashesh here from Alexander Rosse Chartered Accountants in the UK. Repeating invoices is a great function but add on partners are getting hampered by the inability to do anything useful with the data!!? Eg; If I want to create cashflow forecasts then I want the API read on such that they go straight through into a Float add on or I am able to simple EXPORT the data into Excel or Google docs - surely that cant be difficult? Please mention this to Craig but I know you ve got the Xero Con but this is quite an important quick win
Trevor Spink commented
Another vote for this feature please, very important for me.
yes! I would love this feature. My whole business is based on repeating invoices
Yes - this feature would be great.
Agreed, featured needed.
ABSOLUTELY a must have!
How come I couldn't add my name my the post? I didn't get the option. Using Chrome on a PC if someone at Xero wants to take a look at it
We're creating products that automatically create an invoice in Xero on first purchase. All we want is that initial invoice to become a recurring invoice.
It doesn't make sense to create a recurring invoice in WFM (or similar) bc the transaction should be automatic.
Otherwise we need to get admin staff to manually change the initial invoice in Xero into a recurring invoice which is time-consuming.
And if the fee/charge is set up as an ITEM, why couldn't we change the ITEM so that updates globally i.e. in every recurring invoice? Is there a thread for that feature request too?
Colin Hewitt commented
Hey guys, any updates on this?
153 votes is pretty good...
A +1 for this.
We have a large amount of recurring data we want to import into Xero which at present would mean a lot of manual entry (or a combination of adding individual invoices and then making them repeating....)
Chargify integration maybe?
andy dingfelder commented
I vote for it too.
As some below have said, the functionality exists within xero, there just is no API to do it.
Seems a bit ridiculous that this hasn't been set up yet...
Chris Rutherfurd commented
For those people requesting repeating invoices through the API...
We are doing something similar as we have a few subscription-based services which we charge a fixed monthly rate for, rather than creating a recurring invoice in Xero through the API we actually have our in house billing engine produce the invoices each month and it creates the invoices in Xero as needed. This makes it much easier for us to work with as if you create a recurring invoice in Xero to charge a customer, for example customer ABZ Corporation getting charged $100.00 per month for some service, and this is multiplied over a customer base of 1000, then think of what you will do if you need to change the amount being charged for that standard service from $100.00 to $129.00, that would involve 1'000 separate changes, much easier to work with an in house system and simply change the cost of the line item rather than altering the setup in each recurring invoice.
Colin Hewitt commented
Just another shout out for the repeating invoices list.
Anything would be an improvement - even a note that an invoice was a part of a repeating set.
But ideally a full list of any repeating ones and how often.
Is there any update to this, Xero? Would be a great feature to add.
I also need access to this. :) Would be fantastic.