Sales Invoices - Ability to bulk edit/update invoices
Ability to upload changes to existing invoices via csv.
Currently - When uploading a list of invoices that already exist, Xero will not allow the upload to continue. This feature would mean, that for any invoice that exists already, Xero would prompt the user whether they would like to update changes for existing invoices or not.
Purpose example - For invoices that need to have changes applied, for example amending the due date to an agreed revised payment due date. This change would enable the user to bulk update instead of needing to open each invoice manually and edit each one. (With hundreds of invoices that need amending regularly it would mean a large cost saving to some customers).
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Kelly Mansell commented
Please allow the ability to click invoices you want to change, and then bulk edit. You should be able to change date, expenditure codes, project codes, description, etc as a bulk edit . This would save a lot of time if you are repeating the same details on each invoice.
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Nikhil Saxena commented
With the recent changes in New Invoicing, I've noticed that editing tracking categories and adding additional information to invoices has become more time-consuming. Unfortunately, the current system prevents duplicate invoice numbers from being uploaded, which makes it impossible to use the import/export CSV functionality for bulk updates on approved invoices.
There is also no quick way to perform bulk updates, meaning users are forced to edit each invoice individually, which is not efficient.
It would be incredibly beneficial if Xero could introduce a feature that allows bulk editing of approved invoices. For example, users could export a range of invoices needing updates into a CSV file, make necessary changes (such as adding tracking categories or extra details), and then re-upload the CSV to apply these changes across all selected invoices.
This feature would not only save time and effort but also significantly improve the user experience for many.
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David Ackling-Jones commented
Please make this function possible from a csv. It is possible via a POST in the Xero API, and it feels wrong that it is not made available to csv users. Would save lots of time. Please give users the power to do the things they need to do and do not wrap us in cotton wool.
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Gilbert Nortey commented
This is a much-needed feature. For now, my way around this is to export all invoice drafts into excel csv make all the changes and updates, delete the drafts in xero and import the updated csv. Better than going through and updating 200 invoices one after the other.
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Lisa Hughes commented
Definitely need this, we now use a .docx template for our invoices. so I've got to go through and manually update over 1100 invoices with the new branding theme which is madness and will take hours! Come on Xero you need to look at simple things like this.
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Iain Wadds commented
Also just spend hours correcting a small accounting error in my invoices. This would have been great!
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Michele Pittaro commented
22 invoices with the wrong currency... it'd be great to change it in 3-4 clicks
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Helen Simmonds commented
Definitely need this - I have made a 1 letter error in the reference field on 140 invoices. I need to be able to correct this. If someone knows a way to get around having to edit each one I would be extremely grateful.
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Kerry Crook commented
Definitely something we need. If we have set up a customer's name incorrectly, it is very time consuming to change every single one of the customer's invoices with their new name. We need a global change for this and other things that may affect all of the customers past invoices
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Orvil Plummer commented
Need this to bulk update vat rate on more than 100 invoices.
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Tricia BEST commented
Need to do this for a bulk amount of over 100 invoices, MONTHLY - Xero, please add as a function!
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Kate Johns commented
when invoices are despatched we need to change the invoice type to stop them showing on the list of invoices needing sending. If we could do this as a bulk change then it would save hours of time. Definitely needed as a function
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Joanne Yeow commented
For invoices details, can we please have the option to download the transaction to excel and update transactions and reupload back to XERO without creating a new invoices. (something like contacts)
We have invoices imported from other management system but we would like to add new tracking or references to the invoices which is not available to import from the other system. however, these could not be done in batches if it already import the invoice entries into XERO.
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Gursaant Singh commented
This is very critical as it will save huge amount of time.
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Paul Ross commented
I've just imported over 200 invoices and after I approved them realised that I had not put a reference in and then had to manually edit each invoice - 4 hours of my life wasted.....needs sorting guys please!
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Md Rayhan Siddique commented
Very Important
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Sandy O'Neill commented
I send out invoices to groups eg Full Subs with email on July 1st. If these invoices are not paid by July 30th the amount on them goes up from $165 to $175 it would be great if I could update a particular group to this amount all at once and put in a message to advise currently I have to go into each individual invoice to update and then resend