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233 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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403 votes
Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!
As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.
If you'd be interested in being a part of our early release, please fill out this form.✍️
While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…
Jack Pivac
supported this idea
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612 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Jack Pivac
supported this idea
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259 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.