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  1. Repeating Invoice - bulk update of amounts

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    53 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 🙂

    An error occurred while saving the comment
    Dan Tyler commented  · 

    Exporting to change to import and delete is just as cumbersome if not quite as monotonous. Not a great workaround.
    I've seen third party app developers saying they can integrate with xero to do this (I've no idea if they actually can or not) but it's surprising xero wouldn't keep things in house, rather than seeing others use functionality and get paid for it, when they could just do it themselves.
    Not to mention the customers they must have lost to other platforms that have the functionality?

    Dan Tyler supported this idea  ·