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8 results found

  1. Invoices - Multiple due dates for payments/deposits along with the ability to offer trade terms

    158 votes

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    submitted  ·  47 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Carter supported this idea  · 

  2. Repeating Invoice - Ability to change description in bulk

    4 votes

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

    Hi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.

    To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.

    Rachel Carter supported this idea  · 

  3. Repeating invoices - File attached to generated invoice/bill

    28 votes

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    8 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Carter supported this idea  · 

  4. Invoice - Bulk allocation of credit notes

    341 votes

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    submitted  ·  119 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Carter supported this idea  · 

  5. Repeating Invoices - Generate invoice before invoice date

    176 votes

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    submitted  ·  91 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rachel Carter supported this idea  · 

  6. Repeating Invoice - bulk update of amounts

    211 votes

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    59 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. 🙂

    Rachel Carter supported this idea  · 

  7. Repeating Invoices: Pause and resume repeating invoices

    39 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel Carter supported this idea  · 

  8. Tracking - Ability to bulk add and delete tracking on invoices

    56 votes

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

    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

    Rachel Carter supported this idea  ·