Setting up recurring invoices in Xero allows you to automate billing and save time on manual invoicing. Here’s how to manage your Xero recurring invoices: 

1. Create a New Invoice

  • Log in to your Xero account. 
  • Go to the Business tab and select Invoices. 
  • Click New Invoice to create a fresh invoice for your customer. 

 

2. Fill in Invoice Details

  • Enter the customer details and list the items or services you are billing for. 
  • Include any additional information needed for the invoice (such as terms, due date, etc.). 

 

3. Save as Recurring

  • Once the invoice is filled out, click the dropdown next to Save. 
  • Select Save as Recurring to save this invoice template for future use. 

 

4. Set the Recurrence Frequency

  • In the recurring invoice settings, choose how often you want the invoice to repeat (e.g., weekly, monthly, or custom intervals). 
  • Set the start date and, if necessary, the end date or leave it open for continuous billing. 

 

5. Review and Confirm

  • Customize the recurring invoice settings: 
  • Set reminders to alert the customer before payment is due. 
  • Add terms or notes if needed. 
  • Enable the Auto-send option to have Xero email the invoice to the customer automatically on the set dates.

 

6. Save the Recurring Invoice

  • Once all details are set, click Save to finalize the recurring invoice setup. 
  • Xero will now generate and send the recurring invoice according to your specified schedule.