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  1. Repeating Invoice - bulk update of amounts

    211 votes

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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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    Adrian Wood commented  · 

    Another vote for this. Surely there must be a way of cascading a price update on a product or service item through all of the repeating invoices on which it appears. Import and export is not really a viable solution as the imported invoices are drafts and do not update the original template making it very difficult to manage repeating invoices.
    Come on Xero - when will this be available?

    Adrian Wood supported this idea  ·