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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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    Jesse Ferguson commented  · 

    This is an incredibly important feature, other accounting packages offer price list updates on recurring billing at the click of a button, the methods Xero offers are not good enough especially if you are updating a large volume of prices to many clients, this leaves room for user error and requires a large amount of man power to complete every time there is a pricing change.

    Xero, please seriously consider adding this feature as it seems many users have the same issue.

    Jesse Ferguson supported this idea  · 

  2. Repeating Invoices - Use updated inventory Unit Prices on repeating invoice templates

    15 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Jesse Ferguson commented  · 

    The ability to update pricing changes with one click on repeating billing.

    As a company that has billing that is related to the rate of exchange, our pricing changes on a regular basis.

    We have a large client base that have repeating/recurring billing that needs to change with the pricing changes, the Xero system currently does not update the prices on the repeating invoices if there are changes made to the inventory pricing, therefor we need to assign staff time and resources to manually updating each separate invoice, which is problematic.

    On other accounting packages they have a notice that pops up: "These products or services are on repeating invoices, would you like to update the pricing on the repeating invoice"

    You are able to select yes or no and it updates accordingly.

    I believe Xero would benefit immensely with a feature like this as it will save time and user error.

    Jesse Ferguson supported this idea  ·