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  1. Repeating Invoice - bulk update of amounts

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    87 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly M (Community Manager, Xero) responded

    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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    Richard Strickland commented  · 

    UK business owner here with the same problem — passing supplier and subscription price rises through a few hundred repeating invoices, by hand, every time.

    I've spent the last fortnight testing what's actually possible against the API, and can confirm what Nick and Roberto have said below: there is no in-place update — the only programmatic route is recreate-then-delete, and it has to be done defensively (in my testing the API will even part-write a batch behind an error response if a tool isn't careful).

    I'm building a tool for exactly this, aimed at full Xero App Store certification: connect your org, select templates or link them to product/service codes, set a percentage or fixed change with rounding rules, preview every change line by line before anything is touched, then apply with per-invoice verification — approved status, schedules, VAT treatment and reference placeholders all preserved (my test runs show these survive intact when done correctly).

    Before finishing it I want to shape it around real use cases, not just mine. I'm looking for a small number of businesses to pilot it free while it goes through certification — especially anyone facing a CPI or VAT-driven repricing. Juliana — a 2,000-client CPI uplift is exactly the scale I've designed for and I'd love to test against your scenario. Kevin — your point 1 (product-linked updates with a select all/none list, retaining VAT) is on the build list.

    If you'd use this, reply here with roughly how many repeating invoices you manage and how long a price change takes you today. I'll follow up in this thread.