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  1. Repeating Invoice - bulk update of amounts

    242 votes

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    76 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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    Daisy Harrison commented  · 

    Would save SO much time if 'Products and Service' could be reflected automatically within repeating invoices. This is currently so time-consuming to complete manually for hundreds of clients each time a recharged subscription (e.g. Xero itself!!!) changes price.

    Daisy Harrison supported this idea  · 

  2. Repeating Invoices - Ability to bulk update repeating invoices

    27 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Daisy Harrison supported this idea  · 

  3. Repeating Invoice - Introduction of the most basic features required

    3 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Sorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.

    In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.

    It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.

    Daisy Harrison supported this idea  · 

  4. Repeating Invoices - Use updated inventory Unit Prices on repeating invoice templates

    30 votes

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    submitted  ·  13 comments  ·  For small businesses » Business features  ·  Admin →
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    Daisy Harrison supported this idea  · 

  5. Repeating Invoice - Ability to change description in bulk

    5 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.

    To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.

    Daisy Harrison supported this idea  ·