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269 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 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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1,456 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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@Juliano B (yes - 3 so far)