Invoices: Repeating Invoices - Bulk Import/Export
Ability to import/export invoices in bulk.
Purpose: It’ll save users time rather than having to create each one individually.
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Vivienne Allan commented
Yes I agree with this idea, there is a work around but it's a bit manual and can't understand why you can't export repeating invoices
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Darren Cook commented
I would like to see this option to import / export feature
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Barry Tottle commented
It would be really useful to be able to download recurring transactions so that we can project pipeline accurately. When will we see this in Xero?
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Neil Templeton commented
A year on and a number of supporting comments but no added feature. We are about to go through the process of updating our subscription rates again and will have to do it manually again. Please initiate this feature.
Or alternatively allow a change to a product code rate to flow through to repeating invoices so at least you only have to change that rate once. -
Cooee Water commented
We are about to change our ABN which requires a new xero file and the re-creation of every repeating invoice, this option would save soo much re-work, not to mention the ease of annual reviews. Please have this functional before 1st July 2024??
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Sue Lai commented
I have just asked Xero about this - the reponse was to tell me that a lot of people had been asking for this - and I was sent a link to this page.
Well done Xero - Take our money and send us around in circles.
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Paula Wyeth commented
Given the frequency of fee changes for Xero Partners and service/product fee changes for Xero clients that also use repeating invoices it really would make sense to streamline the admin by ensuring bulk changes can be made.
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Stacey Gallacher commented
Save a lot of hours work
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Matthew Hardman commented
Completely agree, Xero needs to add this feature to bulk import recurring invoices.
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Raymond Goh commented
Every 6 months Xero increases their fees, we have to go through updating repeating invoices MANUALLY. Ridiculous such an easy feature is not implemented
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Nigel Kunning commented
The be all and end all is that Xero product ideas are just a front, to give the persona that they give a ****! You can use find and recode to change tax rates which affects so many things but to bulk update repeating invoices... that's too hard. An experienced coder could make this happen in an afternoon!
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Howell Rees commented
I have seen so many users ask for this so many times. I desperately need this. Why is it so difficult. Who ever is managing this Product Ideas page. Will you please respond. This is ridiculous.
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Collin Xatoto commented
Absolute necessity!
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Rachel Peckover commented
I have asked for this a few times yet it never seems to happen yet they have rolled out a new sales invoicing system something i don't think was a necessity to be honest - being able to export/import bulk repeating invoices would be so wonderful it would save so much time and you could easily sort and split into relevant categories within the business to advise financial directors who is being invoiced in the future and who we would need to add if a customer was missing form the list.
this ability is vital yet here we are and still no signs of this being an option on Xero in February 2024 I have been asking for this since 2022.
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Rob Caplan commented
Absolutely would make a massive difference if this was made possible
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Matt Thom commented
This would save hours of work for our business
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David Kelly commented
Essential uplift and surely can't be hard.
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Alice Senior commented
We really need to be able to bulk import repeating invoices. We have the same 600 invoices each month and having to change the dates on the CSV and then re-import can be quite time consuming.
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Anastasiia Dorodnaia commented
It would significantly reduce administrative time if bulk import/export functionality were available for repeating invoices, similar to what is already in place for 'normal' invoices. Why can't this be extended to repeating ones?
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Dan Belhassen commented
it's crazy that a simple export of recurring invoices doesn't exist yet, especially when other grids have exports.