Here’s how to do it: 

1. Create a New Invoice: 

  • Log in to Xero and go to the “Business” tab. 
  • Click on “Invoices” and then select “New Invoice” to create a new invoice. 

 

2. Fill in Invoice Details: 

  • Enter the customer details, items or services, and any other necessary information for the invoice. 

 

3. Save as Recurring: 

  • Once the invoice is filled out, click the dropdown next to “Save” and select “Save as Recurring.” 

 

4. Set the Recurrence Frequency: 

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

 

5. Review and Confirm: 

  • Customize the recurring invoice further, such as setting reminders, adding terms, or notes. 
  • Check the “Auto-send” option if you want Xero to automatically email the invoice to the customer on the set dates. 

 

6. Save the Recurring Invoice: 

  • Click “Save” to finalize the recurring invoice setup. 
  • Xero will now automatically generate and send the recurring invoice according to the schedule you’ve set. 

 

By following these steps, you can easily manage recurring invoices in Xero and streamline your billing process!