Bulk update recurring invoice templates

There have been a few discussions on this, by myself and others, so I have started a feature request thread.

It would be useful to have a bulk edit/update tool/option for recurring invoices as changing notes/payment terms/bank details or item pricing on recurring templates can be quite laborious doing all templates one by one.

I would only be happy with this as a separate tool as we have special terms built in to some of our recurring invoices.

Yes, I wasn’t meaning for it to be automatic, more of a tick all the boxes and click “update selected” sort of thing.

I like the idea of a “bilk update” though I’d sure that you and I wouldn’t “bilk” anyone.
Sorry to be flippant,I couldn’t resist though!
Best wishes
Gary

My head is well and truly hung in shame. I apologise for my poor performance in this matter.

Has anything been done regarding this feature request or did it fall on deaf ears? I need to update the “small print” on all our recurring invoices which is going to take me a loooong time to do manually for each one :downcast_face_with_sweat:

Hi @comgw

You can select multiple recurring profiles on the page, select More Options and then Bulk update templates


This gives you the option to update your from address, notes and payment terms:

Is that what you were looking for, or is there something else?