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

    36 votes

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    submitted  ·  13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Catie Lake supported this idea  · 

  2. Repeating Invoice - bulk update of amounts

    254 votes

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    82 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.

    Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.

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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  ·