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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. 🙂

    SiteBites Admin supported this idea  · 
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    SiteBites Admin commented  · 

    Seems pointless to be commenting here since this has been consistently requested on here for over five years and Xero have neither implemented, nor replied on this thread of comments, but....

    Cannot believe Xero cannot create a solution to batch updating. Someone in these comments mentioned they had created code to do this. Why Xero can't investigate this I do not know.

    Price updates are inevitable for practically every business. To have to do this manually, and not even be able to export a list of repeating templates to keep a record of updates as you go is just ludicrous and archaic. The suggestion above takes longer than updating each reporting invoice individually >:-(