Repeating Invoice - bulk update of amounts
We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!

Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
-
Jesse Ferguson commented
This is an incredibly important feature, other accounting packages offer price list updates on recurring billing at the click of a button, the methods Xero offers are not good enough especially if you are updating a large volume of prices to many clients, this leaves room for user error and requires a large amount of man power to complete every time there is a pricing change.
Xero, please seriously consider adding this feature as it seems many users have the same issue.
-
Manus Smit commented
This is a critical MUST guys. You can't give us an answer like the one above and expect people to be fine.
-
Geoff Todd commented
This is something we really need as well. We've just moved to Xero and I'm very surprised we can't set this up as I expected Xero to be at the leading edge of cloud accounting. Hoping for some good news on this soon, or does anyone know of a 3rd party tool that can help with this? We develop solutions for clients in this sort of area and if nothing comes up I may look at building something for us to use internally. If I do I'll update this thread with how we get on!
-
Dave Endersen commented
This is critical for our business. We have hundreds of invoices going out each month with the majority being for repeating software subscriptions. We have price changes multiple times a year due to suppliers updating their pricing and it often takes a couple of days to make the changes to all the invoices. The inability to change a product price once and apply that to all repeating invoices is a massive oversight and a huge waste of time. Please can you address this issue urgently, for us and all of the many other Xero customers who experience this pain. Thanks.
-
Info Info commented
Another vote for this.
-
Adrian Wood commented
Another vote for this. Surely there must be a way of cascading a price update on a product or service item through all of the repeating invoices on which it appears. Import and export is not really a viable solution as the imported invoices are drafts and do not update the original template making it very difficult to manage repeating invoices.
Come on Xero - when will this be available? -
Heather Barclay commented
Rather than faff about with that, Kelly, it would be a lot easier if the software was able to just do the bulk update without users having to update templates whenever they need changes like this.
If there's "no way at the moment", when will there be? "We hear you and we ignore you" is not responsive customer service.
-
Sally Webster commented
Another vote - another comment on how unbelievable it is that this isn't a standard feature. It is a critical feature and one that should be made abundantly clear on "products and services" that updating them will do NOTHING for existing invoices. Infuriating. If you need me I'll just be manually updating 100's of lines one by one...
-
Rey Arellano commented
one more vote for this critical feature.
-
Ric Thorpe commented
We really need this for the 3,300+ Xero ledgers with changing prices
-
Marco Fabiani commented
Absolutely fukn useless. We are in the same boat. Microsoft has updated prices, so we have to update prices. We have over 100 clients, and each with multiple line items. This should be 101 stuff - not something which is still not a feature.
The suggested solution borders on plain rude it's so daftly stupid.
-
Helen Christopher commented
Our client has just gone VAT registered, and needs to add VAT to 150+ repeating invoices - got to break the news to him that he will have to do them all individually.
-
David Clark commented
Gary Douthwaite - we'd also be interested in your app if you are able to post any details or email davidclark78@gmail.com
-
kevin eaton commented
Gary douthwaite...I would be interested in this app you have developed, can you email me at support@247computerdoctor.com please
-
Gary Douthwaite commented
The lack of this feature is a total pain even for a relativly small number of repeating invoices. Every other inventory based system I've seen can do this so it's yet another Xero feature that doesn't follow database standards. I've ended up building an app using the API to make it much faster but that's no good for most people who aren't developers.
-
Julie Bruce commented
The import/ export solution suggested in not efficient at all. Changes in item prices need to flow through to recurring invoices. It seems a very basic request that has been ignored by Xero for too long.
-
Adam Sellars commented
Just realised after a year of updating our products thinking it will auto update repeating invoices based on those products, that it doesn't actually change the invoice... so very disappointed.
-
David Kusner commented
Regarding this we are considering other options as its taken almost 6 months for us to implement price increases across all our products and clients and we are still not finished. And in 6 months time we have to start all over again.
-
Louis de Kock commented
Maybe we as the Xero users are also to blame... Look at all the features that add very little value to the product that have over 500 votes.
Get every person you know, every company and client that uses Xero and are pulling out their hair because of this poor implementation of repeating invoices to upvote this feature request and maybe they will take note.
-
Louis de Kock commented
"Do not trust to hope, it has forsaken these lands..."
Save your breath and time, Xero is not going to listen or implement this request. I have been asking for 4+ years and nothing has been done. Their solution is to export to excel, update and re-import, which is also a massively time consuming method prone to mistakes as it is still basically a manual process.
This is why we don't recommend Xero to any client with any form of repeating invoicing, if this is an important requirement for you, I'd suggest looking at another product like Quickbooks, which does it flawlessly.
Sad thing is they could keep their current broken method which they seem to think is preferred and just add a check box or option for those wishing to pull repeating invoice costing from line items.