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!
Katherine Neilson-Jones
shared this idea
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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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!