For Xero · repeating invoices
Two bulk jobs for Xero repeating invoices. Ratelift does both.
Xero can't change repeating-invoice prices in bulk. Every job is previewed line by line before anything is written, and checked field by field after.
Price change
Put this year's price rise on every repeating invoice at once.
A percentage or a fixed amount, rounded how you like, from the date you choose.
- Every line, old price and new, before anything changes.
- Put it back free for 7 days.
798 templates repriced in one job — Woosh Washrooms
Change prices →Import
Moving to Xero? Bring every repeating invoice with you.
From your old system or a spreadsheet: up to 2,500 templates in one job, one price.
- Created as drafts, so nothing bills until you approve it.
- Schedules and payment terms written in words in the preview.
56 templates imported, billed from 1 October — Roundhouse Software
Import a book →Plus a free forecast of what your repeating invoices will bill over the next one to three years. No job needed.
Used by businesses, and by the firms that bill them, on their own fees.
Try it your way
Look first, practise on a book that doesn't matter, or connect your own and see what it would do.
Two minutes, no sign-in
See it on sample data
A made-up business with 32 repeating invoices. Put a price rise through them and read the preview.
Connects to nothing.
Ten minutes, your Xero login
Practise on Xero's Demo Company
Xero gives every login a practice book. Import a small fee list, put a rise through it, see it land in Xero, undo it.
A sandbox Xero resets every 28 days. Free, no limit.
Your own book
Connect and see your forecast
Your templates are listed with what each bills a year, and the forecast shows what they will bill, month by month, up to three years ahead. Both only read.
Your first job of up to five templates is free, no card to enter, and nothing is written until you press Apply.
Watch it work: a 2-minute video ↓
Repeating-invoice templates only: no contacts, no bank feeds, no issued invoices.
Price change — how it works
The annual increase, in one sitting.
Pick the templates — all of them, or filter by contact, reference, line or account code. Set the rule: a percentage or a fixed amount, rounded how you like (nearest penny, 50p, £1, £5 or £10, up or down), from the date you choose. Read the preview: every template, every line, old price and new. Then confirm, and watch Ratelift write each replacement, check it against the original field by field — schedule, tax, branding, reference, approval, sending — and only then retire the old one.
Three things it will not do: change a template that is due to bill in the next two days (a price that changes hours before an invoice goes out is the one mistake you cannot take back); bill anyone the new rate before your date; touch a supplier bill.
How it works underneath: Ratelift works on sales repeating-invoice templates only. For each one it creates the new template as a copy with the new prices, reads it back from Xero and checks every field against what you approved; only then does it remove the original — never the other way round, so a failed check leaves the original in place.
Every price change can be undone from the run report, free for 7 days.
Most businesses do this once a year. Tell Ratelift the month your prices next go up, when you connect or after a job, and it suggests a day for a first look about three weeks before and a day to run it about one week before, with a calendar file for both. Tick a box and we'll email you on those days too.
Each template is checked as it goes. 300 templates: a few minutes of your time, then about 20 minutes while it runs.
Not sure what percentage to use? The free forecast shows what the book will bill with and without the increase you're considering, before you run it.
After many months searching for a way to put through a price increase on our Xero repeating invoices, we came up short. Then we found Ratelift, and from the start we could see how powerful it would be for us. What used to take weeks and thousands of line adjustments took a few minutes to set up in Ratelift, and it ran through on its own in about an hour. The whole process is streamlined and intuitive. Put simply, it just works. I can't recommend Ratelift enough: a brilliant piece of software.
Dean Magahy, Operations Director, Woosh Washrooms · founding pilot customer
798 templates repriced in one job
Import — how it works
Moving recurring billing into Xero, without retyping it.
Export from your old system, or fill in the spreadsheet: one row per invoice line, contact, description, price, schedule, first invoice date. Drop the file in. Ratelift reads it, asks the two things it will never guess — how your dates are written, and whether prices include tax — and shows you every template it would create, with the schedule and due date written in words. Then confirm, and each template is created as a draft and checked field by field.
Drafts by default, so nothing bills until you approve it in Xero. Import only creates — it never edits or deletes what you already have; if a row matches a template that exists, it says so and leaves it out unless you say otherwise. When the imported prices need to change later, that's a Price change — and it can roll back.
If prices are changing at the same time as the move, put the new prices in the file. One job, one price.
Once the book is in, the free forecast shows every template in one place and what it will bill, downloadable as a spreadsheet.
We started on Xero in 2024 but had to keep our repeating sales invoices in a legacy system, because Xero had no way to import repeating invoices or update their prices in bulk. Ratelift does both, so we've now moved the last of that work onto Xero. Very pleased with it.
Roundhouse Software · founding pilot customer
56 templates imported, billed from 1 October
Forecast & report — free, no job needed
What your repeating invoices will bill, before you decide the increase.
Xero has no report of what a book of repeating invoices is worth going forward. Ratelift shows it month by month over the next 12, 24 or 36 months, with or without tax, grouped by contact, naming pattern, account code, currency or template, each currency totalled on its own. Type a what-if, say +5% from 1 January, and see the difference it makes; when the figure looks right, one link carries that percentage to the price-change screen.
A spread view shares an annual invoice across the months it pays for, so a yearly support contract shows as twelve monthly amounts rather than one spike: an estimate to plan with, not your accounts.
A naming check picks out renamed plans and tiers, spelling variants and the same item billed at different prices, and possible duplicate templates are flagged. Any view downloads as a spreadsheet, and an export for re-import downloads every template in the format Ratelift's own import reads.
It reads your templates and writes nothing, so it is free, needs no job, and is there from the moment you connect.
Read the guide to forecasting repeating invoicesLook at a sample forecast
What Ratelift will and will not touch
Repeating-invoice templates only. Ratelift asks Xero for four permissions: your invoices; read-only access to your settings, for branding themes, and to your contacts, read when you import or download a pre-filled import file; and the ability to stay connected. It writes only repeating-invoice templates, and after each job it reads your sales invoices once, to show you any a changed template has raised. It never reads or writes bills, bank feeds or payroll.
Nothing is written to Xero until you press the final button. Every job starts as a preview. The final button is Apply to Xero for a price change and Create in Xero for an import. Close the tab before then and nothing has changed.
Every write is checked. After each template is written, Ratelift reads it back from Xero and compares every field with what it meant to write. Anything that doesn't match is flagged and left for you.
Price changes can be undone. Each original is kept until its replacement is verified. A finished price change can be undone from the run report, free for 7 days: each template goes back to the price it had before the run. After that it can be reversed as a new job. Imports have nothing to undo: they only create drafts, and a draft you don't want is deleted in Xero.
Works with any Xero organisation. Tax follows your Xero file: VAT, GST or none, whatever each template already carries, and Ratelift never changes a tax rate. Each template keeps its own currency, and the forecast totals each currency on its own. Look after several clients' books? Connect each organisation; each job is priced on its own. Fees are shown and charged in US dollars.
Your data stays yours. Ratelift keeps a record of each job and the originals it replaced, and re-reads your templates from Xero each time you open the page. Everything it keeps, and for how long, is in the privacy policy.
Simple pricing. Your first job is free.
You pay per job — one price change or one import — by how many repeating-invoice templates it writes into Xero. No subscription. Previewing, the forecast, exports and putting a price change back are always free.
| Up to 25 templates US$39 per job |
| 26–100 templates US$65 per job |
| 101–500 templates US$129 per job |
| 501–2,500 templates US$199 per job |
In US dollars. No UK VAT is charged on sales outside the United Kingdom. The fee is taken before the run and refunded automatically if the check fails. Prices may change with notice.
Free to try: your first job of up to five templates costs nothing. No card, no account to create. You'll be asked to choose which Xero organisation to connect.