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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. 🙂

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    Sam Hornell commented  · 

    Totally agree, this is just a basic bit of account invoicing operation and causes a huge amount of work when you have to go through every invoice line by line to refresh and update the pricing. This is stone age stuff. Raised it last year prior to doing our annual pricing updates but sadly it has just been confirmed that no progress has been made.

    Come on Xero, time to raise your game!!

    Sam Hornell supported this idea  ·