Settings and activity
4 results found
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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. 🙂
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Jack Pivac
supported this idea
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313 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
Jack Pivac
supported this idea
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513 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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217 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.