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  1. Repeating Invoice - bulk update of amounts

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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. 🙂

    ted walsh supported this idea  · 
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    ted walsh commented  · 

    I have to concur with the comments below. the repeating invoice tools are poorly implemented & thought through. We have close to 1500 repeating monthly invoices and need the ability to dynamically update our pricing and apply inflationary increases in bulk. seems easy enough when it comes to value added taxes and let’s face it for Xero themselves to slap on their annual hike, why can’t we do the same easily?