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43 results found

  1. Repeating Invoice - bulk update of amounts

    222 votes

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    72 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. 🙂

    Nino Driussi supported this idea  · 

  2. Invoice / Bill - Copy to a Credit Note

    105 votes

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

    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

    Nino Driussi supported this idea  · 

  3. Sales Invoice - Include files attached to an invoice when sending

    298 votes

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    submitted  ·  47 comments  ·  For small businesses » Business features  ·  Admin →
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    Nino Driussi supported this idea  · 
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