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  1. Invoices: Repeating Invoices - Bulk Import/Export

    189 votes

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    submitted  ·  81 comments  ·  For small businesses » Business features  ·  Admin →
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    Joseph Page commented  · 

    critical for us with thousands of repeat invoices to be manually edited every year

    Joseph Page supported this idea  · 

  2. Repeating Invoice - bulk update of amounts

    196 votes

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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. 🙂

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    Joseph Page commented  · 

    Absolutely critical update for us and many.
    We have thousands of repeating invoices for customers. Having to edit each one manually to implement a price rise every year is incredibly time consuming and costly.
    We need the ability to export the repeating invoices in bulk - make changes in a spreadsheet (quick and easy) then import the new data (with price changes)....

    Failure to update this system will unfortunately mean at some point we will have to move our invoicing elsewhere..

    Joseph Page supported this idea  ·