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  1. Repeating Invoice - bulk update of amounts

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    50 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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    Gary Douthwaite commented  · 

    The lack of this feature is a total pain even for a relativly small number of repeating invoices. Every other inventory based system I've seen can do this so it's yet another Xero feature that doesn't follow database standards. I've ended up building an app using the API to make it much faster but that's no good for most people who aren't developers.

    Gary Douthwaite supported this idea  ·