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59 votes
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Richard Strickland
commented
Same limitation here, and it's the API, not just the app: Xero's API has no update call for repeating invoices, so any tool — or any AI-driven workaround — has to recreate each template and delete the old one, and the risk is a template vanishing or being duplicated mid-run. I built Ratelift (ratelift.app) for the rates part of this request: pick the templates, set a percentage or fixed change with rounding and a start date, see every line old → new before anything is written, and each new template is checked field by field before the original goes; a run can be put back afterwards. It also imports and exports templates as a spreadsheet, which Xero can't. Sales invoices only, and it doesn't yet change wording, references or due dates in bulk. Free during early access — the first 10 organisations keep it free until 31 March 2027. Independent build, not Xero. Richard
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46 votes
An error occurred while saving the comment Richard Strickland
commented
The gap is real: a template line keeps the price it had when the template was saved, and neither Xero nor its API will refresh it from the item. I built Ratelift (ratelift.app) for the yearly price-rise version of this problem: rather than pushing a new item price out, you pick the templates, apply a percentage or fixed change (with rounding and a start date), see every line old → new, and each rebuilt template is checked field by field before the old one is removed; a run can be put back. It doesn't yet update from the item price itself — that's on the list, and this thread is why. Sales repeating invoices only. Free during early access; the first 10 organisations keep it free until 31 March 2027. Independent build, not Xero. Richard
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26 votes
An error occurred while saving the comment Richard Strickland
commented
Nothing in Xero will do this on its own yet, and the API can't edit a template in place either, so any tool has to rebuild each template. I built Ratelift (ratelift.app) to do the yearly part of this in one sitting rather than one template at a time: choose the templates, set the percentage (the contract's 5%, or this year's CPI figure once it's published) with rounding, pick the date the new price starts, and see every line old → new before anything is written. Each rebuilt template is checked field by field before the old one goes, and a run can be put back. It doesn't schedule increases in advance — you run it when the increase is due — and it's sales repeating invoices only. Free during early access; the first 10 organisations keep it free until 31 March 2027. Independent build, not Xero. Richard
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293 votes
Hi community, we appreciate your feedback here. We understand how valuable bulk actions would be for updating and processing repeating invoices, especially when you're managing changes at scale.
While this work isn’t currently roadmapped, we recognise this as a gap and it’s on our team’s radar as we look at the future of repeating invoices. If there’s any news or progress to share, we’ll be sure to update this idea.
An error occurred while saving the comment Richard Strickland
commented
An update since my 11 September post: the tool is now called Ratelift, and it lives at ratelift.app — the import has grown up since then: it reads Excel CSVs from Windows or Mac, asks how your dates are written and whether prices include VAT rather than guessing, shows every template with its schedule and due date in words before anything is created, creates drafts by default, and warns if a row matches a template you already have. Export still writes the same format, so you can move templates between Xero files. Sales repeating invoices only, an independent build (not Xero). Free during early access, and the first 10 organisations keep it free until 31 March 2027. Richard
An error occurred while saving the comment Richard Strickland
commented
Following up my 6 September post on import, since this thread asks for both halves: export now exists too. Uplift can download all your repeating invoice templates as a CSV in the same format its import reads — one row per line, with contacts, references, prices, percentage discounts, account, tax and item codes, schedules and end dates. So you can keep a backup, change templates in bulk in a spreadsheet, or move them into another Xero file and bring them back in as drafts. What doesn't carry across: attachments, tracking, branding themes and approve-for-sending settings, and the contacts, accounts and items need to exist in the new file first. If you're moving files, end the old templates before their next invoice date, or customers will be billed twice. Same caveats as before: sales repeating invoices only, an independent build (not Xero), and free while it goes through App Store certification. Tool: uplift-rose.vercel.app — changelog at uplift-rose.vercel.app/updates. I'll only post here again at a real milestone. Richard
An error occurred while saving the comment Richard Strickland
commented
For anyone still waiting on this: CSV import of repeating invoices into Xero now exists, and it's live. Upload or paste a spreadsheet (contact, reference, line items, frequency, dates), check the rows, and it creates the repeating templates in your Xero file — as drafts by default, so you can review them before anything goes out. Two caveats: it's sales repeating invoices only, and the contacts need to exist in Xero first (Xero won't let a repeating invoice create a contact; it matches on the exact name). It also does the bulk price updates several people here mention. It's an independent build, not Xero, and free while it goes through App Store certification. Tool: uplift-rose.vercel.app — changelog at uplift-rose.vercel.app/updates. One question for anyone who tries the import (Nigel, you included): did having to set the contacts up in Xero first cost you real time? A one-line reply here, or an email via the address on the site, is plenty — I won't turn this into a back-and-forth, and I'll only report back at real milestones. Richard
Richard Strickland
supported this idea
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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 Richard Strickland
commented
Thanks Nigel. For anyone else following this thread: I built Ratelift to fill this gap, at ratelift.app (the old uplift-rose address now redirects there). It changes prices on repeating-invoice templates in bulk (a percentage or a fixed amount, with rounding, from a start date you choose), and imports repeating invoices from a spreadsheet, which Xero can't do. Everything is previewed first, each template is checked field by field after it's written, and a price change can be put back. It's free during early access, and the first 10 organisations to use it keep it free for every job until 31 March 2027. Anyone can connect and preview straight away; live changes are switched on one organisation at a time for now — press "Request live access" and I'll turn you on. Richard
An error occurred while saving the comment Richard Strickland
commented
Thanks, Nigel — really good to hear how the evaluation's going. Drop me an email at drrts@hotmail.com and I'll talk you through the 2027 migration properly rather than clutter this thread.
An error occurred while saving the comment Richard Strickland
commented
James, Kevin — fair point and apologies for the inbox noise; this is the last of the play-by-play from me. Everything now lives at uplift-rose.vercel.app/updates — a changelog you can bookmark and follow (Kevin — a proper discussion space will follow once the product has its final name; didn't want a subreddit named after a placeholder). Closing the loop first: Nigel, both your suggestions are live — the 50p/£5/£10 rounding and CSV import of repeating invoices. James, thank you for the kind words — genuinely appreciated. I'll report back here only at real milestones, App Store certification being the next. Anyone who wants in on the free pilot meanwhile: the tool's at uplift-rose.vercel.app. Richard
Richard Strickland
supported this idea
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An error occurred while saving the comment Richard Strickland
commented
Nigel — thank you, that genuinely means a lot coming from the first person to put it through a proper test. The £5 rounding exists because you asked for it, so the credit's shared. One question while I have you, since you know both worlds: what does your legacy system's recurring revenue reporting show you that Xero can't? You mentioned it's one of the reasons billing stays there — and since the tool already reads every repeating template, a report built from them (contracted revenue by customer, months ahead, that sort of thing) is very buildable. If you tell me what a useful version looks like, it goes on the list the same way the rounding did. Richard
An error occurred while saving the comment Richard Strickland
commented
Nigel — it's uplift-rose.vercel.app (it was in my earlier comment but easy to miss in a thread this long). Log in with your Xero account, choose the demo company, and you'll find the new options in the Rounding dropdown — "Round up (£5)" is the one you asked for. And thanks for the detail on the income-in-advance flow — a monthly SQL-to-spreadsheet-to-manual-journal routine is exactly the kind of thing worth talking about automating down the line. Richard
An error occurred while saving the comment Richard Strickland
commented
Nigel — thanks for putting it through its paces, and glad it held up. Your rounding idea is now live: alongside penny and £1, you can round to the nearest 50p, £5 or £10 — up, down or nearest — so "+3.6%, round up to the nearest £5" works exactly like your legacy system. Took your suggestion from comment to production in a day, which is rather the point of a pilot. If you get a chance to re-run your demo-company test with the new rounding I'd value a sanity check from someone who knows how it should behave. And when the time comes to look at moving off the legacy system, happy to talk through how the income-in-advance side would work. Richard
An error occurred while saving the comment Richard Strickland
commented
Nigel — great to hear from you, and your approach is spot on: a demo company is exactly how I built and tested this myself, and CSV-uploading a few of your recurring invoices into it will show you everything. It's live at uplift-rose.vercel.app — connect the demo company, pick the templates, set the change (e.g. +5% with rounding rules), and you get a full line-by-line preview before anything is written. Every original is kept, so any change can be undone with one click. Free while it goes through App Store certification. One heads-up: it works on sales repeating invoices only — Xero's API can't recreate supplier-bill templates, so that's a platform limitation rather than a choice. Your income-in-advance journals shouldn't be affected either way: the tool only changes template amounts, so your quarterly journal process carries on as now, just with the new values. Any friction at all, reply here and I'll walk you through it personally. Richard
An error occurred while saving the comment Richard Strickland
commented
Quick update for anyone watching this thread: the tool I mentioned two weeks ago is now built and live, working against real Xero organisations. Bulk price changes on repeating (sales) invoices — select templates, set a percentage or fixed change, see a full line-by-line preview before anything is written, then apply with field-by-field verification afterwards. Every original is snapshotted, so any change can be undone with one click. Previewing costs nothing.
Juliana — a 2,000-client CPI uplift is exactly what it's built for, and I'd love to run yours with you as a free early user. Kevin — your select all/none with VAT retained by default is in. Nigel — if you'd ever consider bringing recurring billing back into Xero, I'd value your eyes on it.
I'm taking a small number of businesses as free pilot users while it goes through Xero App Store certification. Reply here and I'll set you up personally the same week.
An error occurred while saving the comment 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.
@Grant Hutton — that's the exact flow I built Ratelift around, so a straight answer with the one catch.
For the amount alone: pick the templates, set a percentage or a fixed change, preview, run — no spreadsheet needed, and it checks each new template field by field and can put the change back.
For the description text as well: export all your repeating invoices to a CSV, edit in Excel, import them back. The catch is that Xero's API can't edit a template in place, so the import creates new templates (as drafts by default) — you end the old ones before their next invoice date so nobody is billed twice. Twice a year that's a few minutes rather than an afternoon.
Free during early access; I'm the developer, not Xero. ratelift.app