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3 results found
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271 votes
Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
An error occurred while saving the comment An error occurred while saving the comment 
Nigel Smith
commented
@james johnson. I'll message @Richard Strickland to see how the "rate uplift" and "repeat template csv import" for Xero is going. We will plan to move our SOP quote and billing process fully into Xero for Jan 2027.
An error occurred while saving the comment Nigel Smith
commented
@Juliano B (yes - 3 so far)
An error occurred while saving the comment Nigel Smith
commented
Thanks Robert. We evaluated Richard's BETA version earlier this month. Richard is going to add the app to the Xero App Store UK later this year. I also found the reprice.mp3fbf.com bulk update. I've not reviewed any, apart from uplift-rose.vercel.app . We are sending out emails to business partners this week, to advise them of an annual price increase effective from 2nd Jan 2027. We are still using our "Legacy" system to generate recurring monthly and annual sales invoices and then importing these into Xero (and sending). However, now we have options for bulk price updates for the annual price increases in Xero, we will plan to move our billing process fully into Xero for 2027.
An error occurred while saving the comment Nigel Smith
commented
Richard. We have found that Xero does not have some of the features that we use in our Legacy system (so we have retained the SOP process in the Legacy system to create invoices to upload to Xero). One example is the lack of "delivery" address for customers. This is another product "idea" (currently has 1454 votes) : Contacts - Allow multiple addresses for a single contact record
Ability to create and save multiple addresses for a single contact recordPurpose: Allow customers to map customer & supplier details against a single contact record. We also have no "upload" (import) of repeat invoices (e.g. with the recurring details), so these have to be manually added as we create each of the "repeat" invoices. The reports we use a based on the Legacy data structures. Xero does not have equivalent data structures.
An error occurred while saving the comment Nigel Smith
commented
Hi Richard, I've re-run the price uplift on the DEMO company using the new "rounding" options. This Xero marketplace offering would be great for anyone already using repeat invoicing in Xero and having to do annual price increases. You should make the users on this thread very happy. Great work.
An error occurred while saving the comment Nigel Smith
commented
Thanks Richard, I have reset some prices. Can you send me the link the to the price uplift tool. I'll run later today. The "Income advance" Journal is a manual MS XLS which we update at the end of each month, then post a manual Journal in Xero. The value on the MS XLS is taken from our Legacy system. The Legacy system uses MS SQL - so we use MS XLS for the reporting in MS XLS.
An error occurred while saving the comment Nigel Smith
commented
Thanks Richard. I ran the bulk sales price uplift on my demo company, using a few of the 1 Month and 12 Month repeating sales invoice). Looks good. When we use the price uplift on the legacy system, we can specify a multiple for the roundhouse (e.g. round up to the nearest £5). The Xero would be great for anyone already using repeat invoicing and having to do annual price increases.
An error occurred while saving the comment Nigel Smith
commented
Hi Richard, thanks for the update. I'd be happy to take a look (i'd probably use a Xero demo company). Ican "upload" a few of our recurring invoices via the CSV upload to Xero demo - then review these for "price updates". As we have a bunch of reporting based around our "non-zero" legacy system, i'll be using the Legacy system for a while. We also have to post quarterly journals in Xero for the "income in advance" as our recurring invoices are often covering an annual support period. I had a message from Xero (Product Manager) about another feature, so will be reviewing some more new features with Xero later this year
An error occurred while saving the comment Nigel Smith
commented
I have looked for integrations to XERO as we decided the 3rd party system rather than XERO should be used to create the invoices and then import the invoices to XERO. We decided to use a Legacy ERP system to maintain our recurring billing and manage the price updates on the recurring billing templates. We could not manage price update for the recurring invoices via XERO as it has no functionality to update invoices by a percentage (with rounding). The ERP system also provides the reporting on the recurring revenue.
An error occurred while saving the comment Nigel Smith
commented
Thanks Kelly. We have been working with Xero for a couple of years, but still use another 3rd party accounts system to generate all the "repeat" invoices as the current Xero feature is not suitable (due to the issue around annual price changes). We would consider assisting Xero in the review process for any bulk update of "amounts" for repeating invoices in Xero.
Nigel Smith
supported this idea
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1,464 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment Nigel Smith
commented
Thanks Richard. We moved to Xero a couple of years ago. Our previous system had SOP customer delivery addresses. We kept using the Legacy SOP system to generate our sales invoices (to send to Xero). We are moving to Xero for all SOP functions today (so the Legacy SOP system is now having a rest on a virtual machine). We decided a couple of years ago to send a comment line on the sales invoice with the "end user" name (site name) as a work around for no "SOP customer delivery address". We have many customers, so need to specify the "site" name (address not so important). We also use the "Customer order ref" to include the end user name (and an p/o). So, like many people we choose the generate our SOP invoices outside of Xero. However, we are now using Xero for everything. The first repeat invoices are being sent out tomorrow. We are also planning a price increase in Jan 2027 for our repeat invoices (repeat invoice price uplift is another feature not native to Xero). However, we worked with a Xero developer - who has provided a solution for rate uplift for repeat invoices in Xero.
Nigel Smith
supported this idea
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263 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
An error occurred while saving the comment Nigel Smith
commented
We have used Xero for a couple of years. We recently had a significant change to the business. We looked at changing the Xero Sales Invoice templates to suppress the line value/amount from the PDF invoice we send to the customer. The customer requested a "total" only, but this does not appeat to be possibl eon eihe .docx or the new "Theme". Our previous Legacy system has a report designer (so we can suppress fields). I've advised the customer we are not able to change the Xero sales invoice layout to suppress the line amount field. It would be beneficial to my business to keep my customer happy and provide an invoice with just the total amounts. We would also want to supress in Quotes (and Credit Notes)
Nigel Smith
supported this idea
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Thanks Richard. We signed up to ratelift.app . The Xero repeat invoices (csv file) has been uploaded via ratelift. We went live with the first repeat invoices today. We have tested a "ratelift" price increase on the Xero DEMO company. We plan to do a LIVE price lift in Xero in December. We also used the reatelift forecast views (by Nominal) to allow us to make changes to next years budget in Xero. Thanks again.