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!
Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
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Louis de Kock
commented
We have been asking for this very simple feature ever since we started using Xero 4 years ago. It's something all other cloud accounting packages like Quickbooks is able to do by default.
The way repeating invoices have been implemented by Xero is backwards and makes no sense, it's as if the developers don't care about how much extra labour they are creating for clients by refusing to implement something so straight forward.
PLEASE ALLOW REPEATING INVOICE PRICING TO UPDATE FROM LINE ITEMS.
We also do subscription based services with invoices exceeding 1000 per month, our pricing changes on a monthly basis meaning we have to sit for DAYS each billing run to update prices before invoices can be sent.
Alternative is simply select option for repeating invoices to update from line item prices, which would make the updating of prices a 5 minute process instead of days.
Exporting and importing doesn't make the process much faster, it's still over 1000 invoices that have to be updated and checked every month, and as a previous poster commented this opens the door for mistakes to creep in.
PLEASE LISTEN TO YOUR CLIENTS FOR ONCE
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kevin eaton
commented
plus one vote from me - it makes sense to be able to do this.
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Cheryl Edgtton
commented
Cathy is correct - errors can happen easily when you have to manually update all invoices as well as the possibility of missing some invoices to update.
John is correct too - allow prices to refresh to the latest price from the inventory. -
Cheryl Edgtton
commented
I have over 500 repeat invoices set up and they are all different using one or two different inventory items on each one depending on their level of membership and if they want electronic or paper subscription. Multiple options for each invoice.
When an inventory item price is updated, it should automatically update across all repeating invoices, having to go through and update > 500 invoices one by one is ridiculous. -
John Jacobson
commented
Kelly,
Your solution is almost as tedious as just editing each invoice manually.
The obvious solution is to have an option to allow prices to refresh to the lastest price from the inventory when the new repeating invoice is created. You could also add this feature to when you copy an invoice (it would be not much extra work).
I currently have almost 100 repeating invoices, and probably will have 100 by the end of the year. Many of them have pricing that is based on USD pricing, so prices can fluctuate significantly throughout a year.
This isn't a major update, when you think about the process of generating the new invoice when it's due. It's a simple extra lookup of the price based on the item code, if the option to update prices on the repeating invoice is selected.
Small improvements like this make a big difference to businesses like mine that use the repeating invoice feature extensiviely.
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Cathy Klouwens
commented
This is a critical action for our business and I absolutely support this idea - would save hours of time and also the potential for error. Xero please implement this idea!
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Sarah Cowan
commented
I have a client in a similar position & this would be hugely timesaving for them!