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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Rachel Peckover commented
It would be great to be able to export repeating invoices that show in the repeating tab on sales as we have recurring invoices each year that need to go out repeatedly annually and obviously it would be so handy to export out the repeating invoices so that people can make a decision as to if the price needs to change or if it needs to be deleted at the start of the year. as we have about 30 - 40 invoices in that tab and i am going to have to now go through each invoice on that tab and type it all out and put onto an excel spread sheet which is very time consuming when we are only a small charity whereas if the option was there to export repeating invoices this wouldn't be a problem
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Alicia Viljoen commented
This is critical, as I have a customer that have 2000 repeating invoices that needs to be updated annually with a price increase.
Xero can you please escalate this!
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Joshua Reynolds commented
yes this is essential
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Melissa Du commented
Critical! Especially when we have clients move from another accounting software to Xero. So time consuming to create hundreds repeating invoices one by one!
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Joseph Page commented
critical for us with thousands of repeat invoices to be manually edited every year
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Daniel Stevenson commented
Export list of repeating invoices < Important for us as we have 100ish repeatign templates anfd i would like to check their placeholders and values in bulk rather than clicking into each one every month
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Evy Halim commented
Please get it sorted now, this is so important
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Tim Vogel commented
would be really useful
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Sarah Jacobs commented
I agree with Edelnet: I also highlight the invoice summaries on the screen, and copy and paste them into a spreadsheet. A rather laborious process. Plus the reference field is truncated, so doesn't give me all the info I require in my spreadsheet.
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Edelnet Accounts commented
Export Repeating Invoices CSV Report
When checking repeating invoices to your database, it would be handy to be able to export a summary of repeating invoices in csv format. At the moment I highlight the invoice summaries on the screen, and copy and paste them into a spreadsheet. A rather laborious process.
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Colin Hardie commented
Come on Xero. Sort this out. It would really help with cashflow forecasting.
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Martin Grindlay commented
This may be a solution to all our problems. Worth a look (I havent used it yet)
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Trinette Havemann commented
I agree - this would save time. Especially when comparing data in xcel with external data.
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Luke Herrington commented
Would help massively
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RadPro Accounts commented
Needing to periodically reconcile the line items in our Xero repeating invoices against records in an external database for audit purposes. Needing to pay someone to do this manually one sole-destroying repeating invoice at time. Would really appreciate being able to export the repeating invoice templates.
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Martin Grindlay commented
We have over 7,500 repeating invoices. I dont understand why export isnt possible given its a (fairly) basic table, with a template for the invoice behind each. This is a massive stumbling block for us a business.
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Anna Liza Rodriguez commented
I hope this happens because a lot of users have many clients and this would help our process be very efficient.
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Steve Mathieson commented
We have hundreds of repeating invoices and each year it is a stupidly time consuming job to go in and update each one with changes. Would be brilliant if we could export, update, then import back.
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Dave Spruit commented
Each year with increases we need to go into each Repeating invoice and re-add the line items to bring in any increases. We have around 1000 of them so this takes forever.
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Jackie Lowe commented
It would be great if you could download all your recurring invoices onto one excel spreadsheet as I have recurring invoices where dates need to be adjusted in the description. I and would rather do this in bulk then go through each invoice.