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  1. Repeating Invoice - bulk update of amounts

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    59 comments  ·  For small businesses » Business features  ·  Admin →
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    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. 🙂

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    Charles Clare commented  · 

    I have re-occuring invoices that generate for customers each month. These invoice use Products loaded into XERO. I have updated all the products with the new prices but all the re-occuring invoices are still generating with the old prices (this is a terrible feature !) Also when updating the re-occuring invoices so the new pricing comes through the Quantiy changes automatically from the number already on the invoice to 1 this is super frustrating feature. xero is supposed to automate tasks not make them harder !!

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