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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Ben Townsend commented
This should absolutely be a feature. Twice in the last 12 months it would have saved many hours/days of time (for a company restructure requiring a new xero account, and more recently an acquisition of hundreds of repeating invoices).
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Anschen Viljoen commented
Not just will it save time on creating the repeating invoice but save time when the item prices need to be updated since it does not automatically update! We have to spend hours in update each repeater every yearend when prices increase. Alternatively, a button to update item prices on selected repeating invoices.
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Frederike Moodie commented
This is also important when changing company structure. I am going from sole trader to company and ideally would have a fresh new Xero file, but would have to manually recreate 200 repeating invoices in the new Xero file...
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Neil Templeton commented
Critical
If you cannot update repeating invoices by changing the price of a product code then this is the only other option.
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Edelnet Accounts commented
We keep track of repeating invoice details on a spreadsheet. Before processing the monthly repeating invoices we compare them to check that all changes have been processed. This is a time consuming task as we can't export the repeating invoice summary for comparison, which we can only do with copying and pasting 200 entries max at a time, and then modifying the content on a spreadsheet, like removing the commas from amounts over 1000.
The export function would save a lot of time. -
Chris Paterson commented
Be able to create multiple and varying invoices on Xero for the same client
e.g.
April - Payroll plus Xero recharge
May - Payroll plus Xero recharge plus P11D
June - Payroll plus Xero recharge plus VATNo functionality for this at present seemingly - it's rather manual!
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Talita van Niekerk commented
This is critical please
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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.