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  1. Invoice reminders - Option to send copy to self

    50 votes

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    14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.

    We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.

    Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.

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    kate bucknell commented  · 

    Has this ever been resolved?

    kate bucknell supported this idea  · 

  2. Repeating invoice for a customer group

    12 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    kate bucknell supported this idea  · 

  3. Repeating Invoice - bulk update of amounts

    227 votes

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    73 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. 🙂

    kate bucknell supported this idea  · 

  4. Invoices: Repeating Invoices - Bulk Import/Export

    242 votes

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    submitted  ·  100 comments  ·  For small businesses » Business features  ·  Admin →
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    kate bucknell supported this idea  ·