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  1. Repeating Invoice - bulk update of amounts

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    61 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. 🙂

    An error occurred while saving the comment
    Paul Griffin commented  · 

    Excellent suggestion. We too would utilise this.
    It would be very useful if changes to sell prices in 'Products and Service' are reflected automatically within the repeating invoices.
    Presently I have only 200 to do. However, this could easily be a 2 minute job, if this change is implemented. Please consider.

    Paul Griffin supported this idea  ·