Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Repeating Invoice - bulk update of amounts

    252 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    78 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 🙂

    An error occurred while saving the comment
    David Clark commented  · 

    I feel I should set people's expectations on this - this is something that I've been asking for over 7 years. There was a previous thread on the old Xero Community forum that had hundreds, possibly thousands, of comments from small businesses explaining the importance of this feature.
    they all got nicely wiped away when the new product ideas format was rolled out.

    It would be better if we were given a definitive "You're not getting it because..." from Xero but being ignored is actually more annoying.

    I wish I could move away from Xero and probably I should, I certainly don't recommend it any more.

    An error occurred while saving the comment
    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

    An error occurred while saving the comment
    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  ·