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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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    Geoff Todd commented  · 

    This is something we really need as well. We've just moved to Xero and I'm very surprised we can't set this up as I expected Xero to be at the leading edge of cloud accounting. Hoping for some good news on this soon, or does anyone know of a 3rd party tool that can help with this? We develop solutions for clients in this sort of area and if nothing comes up I may look at building something for us to use internally. If I do I'll update this thread with how we get on!

    Geoff Todd supported this idea  ·