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148 votes
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John Jacobson
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196 votes
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 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.
John Jacobson
supported this idea
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5 votesJohn Jacobson
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I'm moving to Odoo. It will replace Xero (after 9 years), ConnectWise(14 years), ActiveCampaign (3 Years), Shopify (5 years), and mean no need for Zapier, and less than half the cost of all of them. There are other options out there.