Xero repeating invoice placeholders that Xero doesn't have

Xero's repeating invoices give you [Week], [Month] and [Year] with a simple +/- offset. If your invoices need a service period, a due-date phrase or last month's name with the right year, you end up editing each invoice by hand every cycle. Some bookkeepers tell us that is 120–150 invoices a month.

Placeholders we're building

PlaceholderOn an invoice dated 3 Jan 2027
[Date+14] (invoice date ± days)17 Jan 2027
[Period] (service period range)1 Jan – 31 Jan
[PrevPeriod]1 Dec – 31 Dec 2026
[MonthEnd] (last day of month)31 Jan 2027
[Month-1] with the right yearDecember 2026, not December 2027

How it works with your Xero repeating invoices

  1. Set the repeating invoice to save as a draft instead of approving it.
  2. Write the placeholders into the description or reference.
  3. When Xero creates the draft, the add-on fills in the dates, approves the invoice and emails it through Xero at the time you choose.

It also fixes two other gaps: sending repeating invoices early, before their invoice date, and choosing the send time so invoices don't go out at midnight.

$12 a month per organisation

Date placeholders, early sending and a set send time for every repeating invoice in one Xero organisation. Not yet available: press the button to reserve a place, and we'll email you when it opens.

Join the waitlist



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