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  1. Repeating Invoices - Use updated inventory Unit Prices on repeating invoice templates

    19 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Catie Lake supported this idea  · 

  2. Repeating Invoice - bulk update of amounts

    221 votes

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    71 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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    Catie Lake commented  · 

    There is a way but Xero are not prioritising it. All we need is a tickbox on the invoice item line that asks the site to pull the latest product information from the Products and Services list or leave it as it was when the initial invoice was created. The invoicing page already connects to the database and pulls the item information when you pop the item number in anyway.

    I'm now programmer but sure that is a straight-forward update/ignore instruction? No?

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    Catie Lake commented  · 

    Dear Xero Team ... Surely, to implement this, it just needs a simple checkbox adding (coding I can't help you with) to force a product to follow the current unit price? If left unchecked it will stick at the fixed price set on creation of the invoice. Yes? No?

    I changed the ID of a product recently and that changed right across all invoices including the repeating invoices! So I know it's possible.

    Catie Lake supported this idea  ·