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245 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. 🙂
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Jack Pivac
supported this idea
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639 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
Jack Pivac
supported this idea
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269 votes
An error occurred while saving the comment Jack Pivac
commented
I agree Neil, makes no sense that repeating invoices that use an Inventory Item, don't actually use the pricing for that Inventory item.
Jack Pivac
supported this idea
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We've just gone through a price update and doing 100's of repeating invoices manually is a pain, so wrote some code to bulk update prices via the Xero API.
Would there be interest from the community for a basic third-party web based tool that
* Exports all your repeating invoices to csv spreadsheet
* You bulk update prices as required in Excel etc (find and replace)
* Upload spreadsheet to the tool and it'll update all your repeating invoices in Xero
What value would this bring to you and what would you pay for it if so? Please comment in this thread and we can look at making it usable by everyone for some sort of fee.