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  1. Repeating Invoice - bulk update of amounts

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    62 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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    Vincent Wadsworth commented  · 

    Can you please push this forward, for my part I'm looking at tops 50 changes a year which is an annoying level of work for me.
    For companies like the one who requested this 3 years ago and others that I've seen wanting this relatively simple feature it could be the difference between expansion or finding a different software to use like Quickbooks or Sage.

    Vincent Wadsworth supported this idea  ·