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  1. Repeating Invoice - bulk update of amounts

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    71 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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    Paula Jackson commented  · 

    This should be such a simple fix. I cannot believe xero continue to ignore this matter. Every time we need to do a price increase we have to update 600 repeating invoices manually. It is also tricky to keep up to date with which invoices you have updated as you cannot even export a list of repeating invoices to check off as you go along!
    WHY CAN THIS NOT BE SORTED????????????????????

    Paula Jackson supported this idea  ·