Recurring invoices
A template bills the same customer on a schedule: it makes a draft invoice each time it falls due.
Where it is
- Invoices → Recurring — Templates, their next run, and Generate due now.
- Open Invoices → Recurring → + New Template.
- Give it a Template Name (e.g. Monthly service retainer) and pick the Customer.
- Set the Frequency (Weekly, Fortnightly, Monthly, Quarterly, Yearly), Every (e.g. every 2 months) and the First run date.
- Add the Lines: description, qty and Price (ex GST).
- Save.
Each day, any template that has fallen due makes a draft invoice. Review and approve it like any other — it then follows the normal payment, reminder and Xero steps. Generate due now runs the due ones straight away.
On the list, click Active / Paused to pause or restart a template; the bin deletes it (invoices already made stay).