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  1. Sales Invoices - Ability to bulk edit/update invoices

    101 votes

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    22 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks again for everyone's support in this idea.

    We'd like to let you know that the ability to drag contents from one field up or down a column within an individual invoice is now live to all users, to help save time repeating details like tracking, account codes and tax rates across multiple line items.

    From the blue dot in the bottom-right corner of a cell drag up or down the column. Alternatively, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply.

    Again, we know some members here were also looking for bulk updates across multiple invoices, rather than just across lines within a single invoice. That part of the request isn’t included in this release, so we’ll keep the idea open as Accepted for future consideration. 🙂

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    Sandy O'Neill commented  · 

    I send out invoices to groups eg Full Subs with email on July 1st. If these invoices are not paid by July 30th the amount on them goes up from $165 to $175 it would be great if I could update a particular group to this amount all at once and put in a message to advise currently I have to go into each individual invoice to update and then resend

    Sandy O'Neill supported this idea  ·