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  1. Repeating Invoice - bulk update of amounts

    213 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. 🙂

    Rebeka Morrow supported this idea  · 

  2. Quotes - Copy partial Quote to an Invoice

    58 votes

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    submitted  ·  28 comments  ·  For small businesses » Business features  ·  Admin →
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    Rebeka Morrow commented  · 

    Yes, this would be absolutely fantastic! I've had clients hassle to go back to Quickbooks because Xero does not have this function.

    Rebeka Morrow supported this idea  ·