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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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    Carl McKenzie commented  · 

    high volume, low margin subscriptions look good until you have to do a pricing update. I wish there was a button I could press to update all products in recurring invoices with the latest data from the Xero stock list.

    The reply from Kelly would be helpful if we always sold exactly the same quantity of the same product to each subscription customer, but my use case is too varied for that.

    Carl McKenzie supported this idea  ·