Settings and activity
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180 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
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David Clark
supported this idea
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211 votes
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
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When you resend an invoice in New Invoicing, the history table only shows UPDATED.
To get the email to show you have to first mark the invoice as unsent then go through the process again.
This adds on valuable time, and when you think about it doesn't even make sense - in what situation would you ever NOT want to know where it was sent to?