Xero
Cin7 Core
Real Estate
EquifaxRepeating Invoices
Retainers, subscriptions and any other regular billing can be set up as a repeating invoice from Salesforce. Xero then issues each occurrence on schedule without anyone touching it again.
Creating one
The New Repeating Invoice wizard is the invoice wizard with a schedule in place of a single date.
| Field | What it does |
|---|---|
| Repeat Every and Period | The schedule, for example every 1 Month(s) |
| Invoice Date | When the first invoice is issued |
| Due Date and Due Date Term | How the due date is worked out for each occurrence: days after the invoice date, days after the end of the month, of the current month, or of the following month |
| End Date | Optional. Leave blank to run until stopped |
| Invoice Reference | Optional. Insert Reference Placeholder adds Xero's date placeholders, so each occurrence gets a reference like Retainer - September 2026 |
| Amounts Are and Branding Theme | As on a normal invoice |
Three ways to finish, matching Xero's repeating invoice statuses:
- Save as Draft — the template exists in Xero but issues nothing until approved there.
- Approve — Xero starts generating invoices on the schedule, as drafts for you to send.
- Approved for Sending — Xero generates and emails each invoice to the contact automatically.
How the generated invoices link back
The repeating invoice template is a Repeating Invoice record in Salesforce, linked to the Opportunity it was raised from. Each invoice Xero generates from it syncs into Salesforce as a normal Invoice record. Whether those invoices also link to the Opportunity is controlled by Relate Repeating Invoices to the original object under Advanced Settings, which is on by default.
Changing or stopping one
Amend the repeating invoice rather than the individual occurrences; editing one generated invoice doesn't change the ones after it. Repeating invoices sync both ways, so a change in either system reaches the other on the next sync.
Stopping billing means stopping the repeating invoice, in Salesforce or in Xero. Closing the Opportunity or deactivating the Salesforce record doesn't do it on its own.
Check the first generated invoice in Xero against what you expected. A wrong schedule or amount is much easier to correct before it has issued three times.
Repeating invoices are included on every plan and have their own mapping sets, separate from invoices; see Mapping fields.