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265 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.
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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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1,443 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.
Nigel Smith
supported this idea
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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.