Buyer's guide
Before you let anything reprice a live Xero book.
Xero has no bulk price update for repeating invoices, so the job falls to a connected tool. Invoice X is one of them, and whichever you choose, these are the eight things worth checking first.
01
Does it show you every old and new price before it writes?
A price rise on a live book is not a preview-optional operation. You should see the current price and the proposed price on every line you have selected, and be able to change your mind, before a single template is touched.
02
How does it replace the template?
The Xero API cannot edit a repeating invoice in place. Any tool has to create a replacement and retire the original, so ask what happens in between. Invoice X writes each one as create → verify → retire: the replacement is created, read straight back and checked field by field, and only then is the original retired. If the check fails, the replacement is rolled back and the original keeps running.
03
What happens if you stop halfway?
Interruptions happen — a dropped connection, a second thought, a wrong selection spotted at the last moment. You want pending changes held outside Xero until you push, an Undo that discards all of them at once, and a clear record of which templates were written when a run stops partway.
04
Can it round the way your prices are actually set?
A flat 5% turns $180 into $189. Most firms want $190. Look for rounding to 50c, $1 or $5 and a minimum increase, so the result is a price list you would have written yourself rather than one you have to tidy afterwards.
05
Does it touch anything beyond repeating sales invoices?
The safest tool is the one with the least reach. Invoice X reads your repeating sales invoices and the accounts and contacts they reference; it does not touch bills, bank data or payroll, and bills are counted and skipped on load.
06
What does a second run cost?
Repricing is rarely one clean pass — a category gets missed, a client is renegotiated, the board changes the number. A per-job price makes the second run a decision. Invoice X is a flat $29 USD a month for up to 5 users, so a rerun costs nothing extra.
07
Who else on the team can use it, and can you see who did what?
Repricing is usually a partner's decision and someone else's afternoon. Check how many people the plan covers and whether every run is attributed, so the audit question has an answer months later.
08
Can you see it work before you connect Xero?
Authorising anything against a live book is a decision you should be able to make with the software already in front of you. Invoice X runs the whole flow — select, preview, push — on sample data with no Xero connection.
Questions people ask.
- Can Xero bulk-update prices on repeating invoices itself?
- No. There is no native way to change prices across repeating invoice templates in bulk — it has been a standing request from Xero users for years, and changing an item's price does not flow through to the repeating invoices that use it. The only ways are one template at a time, or a tool that connects through the Xero API.
- Is it safe to let a third-party tool change repeating invoices?
- It can be, provided you know how it writes. Because the Xero API cannot edit a repeating invoice in place, a tool must replace the template — so the thing to check is what it does if that replacement fails halfway. Verified write-back, where the new template is read back and checked before the original is retired, is what stops a customer being double-billed or silently dropped.
- Is Invoice X an alternative to Ratelift?
- Yes — Ratelift is another tool for bulk price updates on Xero repeating invoices, so if you are weighing the two up, the checklist above is the ground to compare them on. Invoice X is a flat $29 USD a month for up to 5 users with unlimited runs, writes each template back as create → verify → retire, and forecasts what your repeating revenue is worth by month and customer. Their site is the place to read about theirs.
- How long does an annual price rise take with a tool?
- Most firms do the whole book in one sitting: connect, load the repeating invoices, select the lines, set a percentage or fixed price with rounding, check the preview and push. The time goes into deciding the numbers, not into opening templates.
- What should I do before I run a price change?
- Agree the numbers first, check the preview line by line rather than in aggregate, and start with a small selection if it is your first run. It is also worth knowing what the book is worth before and after — Invoice X forecasts repeating revenue by month, customer and currency, so the rise can be checked against what it was meant to achieve.
Ready to reprice the whole book at once?
Subscribe for $29 USD/month and do the annual price rise in one previewed pass — or explore the interface on sample data first.
$29 USD/month · Up to 5 users · One simple plan