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  1. Repeating Invoice - bulk update of amounts

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    50 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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    David Clark commented  · 

    Gary Douthwaite - we'd also be interested in your app if you are able to post any details or email davidclark78@gmail.com

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    David Clark commented  · 

    Unfortunately you won't get an answer past 'No' on this from Xero. I had a thread on the old Xero Community site going back to 2016 with HUNDREDS of comments asking for the same feature. Eventually Xero stopped responding.

    Who's the mug though, because here I am 7 years later still having to manually adjust thousands of invoices. If I was starting again I would definitely avoid Xero because of this.

    David Clark supported this idea  ·