Ratelift or Invoice X for Xero repeating invoices

Xero has no way to change the prices on many repeating invoices at once, and its API cannot edit a repeating invoice in place. Two tools fill that gap: Ratelift (this site), made by Aragon Software Ltd in the UK, and Invoice X, made by Dragon Hill Technology. The two are not connected. Both connect to your Xero organisation, show you every old and new price, and only then write. Both also show what your repeating invoices will bill over the next one to three years, which Xero does not.

Invoice X published a checklist of eight questions to ask any tool before it touches a live book. They are good questions. Here are both answers to each, side by side, plus two questions of our own and three things their list does not ask. Everything said here about Invoice X comes from their own website, read on 19 October 2026 and again on 27 October 2026. If we have something wrong, email hello@ratelift.app and we will correct it.

1. Does it show every old and new price before it writes?

Both do. Ratelift's preview lists every template you ticked with each line's price now and after, the percentage, and anything that needs a look before you go on. Nothing is written to Xero until you press the final button.

Invoice X shows current and proposed prices for every selected line and holds the changes as drafts until you push.

2. How does it replace the template?

The same way, because Xero leaves only one. Xero's API cannot change a price on an existing repeating invoice, so both tools create a new template, check it against the original, and only then remove the original.

Ratelift checks the new template field by field, custom themes and tracking categories included, before the original goes. If any check fails, the copy is removed, the original is left exactly as it was, the report says which template and why, and the whole fee for the job is refunded.

Invoice X describes the same create, verify, retire order; on a failed check the replacement is rolled back and the original keeps running.

Two things Xero does not let any app copy when a template is recreated: a custom email message set on that one template, and an online-payment option switched off for it. Ratelift marks on the preview which templates send automatically so you can re-type the message on the new template. Invoice X's pages do not say how they handle this.

3. What happens if you stop halfway, or change your mind after?

This is the biggest difference. Ratelift finishes every job on its own server. Closing the tab does not stop it. If Xero's daily call limit is reached the job pauses itself and carries on when it can; a throttled check waits and never rolls back. After the job finishes, the report offers one control, "Undo this run", free for 7 days. It puts every template the run changed back to its old price, leaving alone any template you have since changed in Xero. After 7 days, reversing a run is an ordinary priced job.

Invoice X holds your changes as drafts until you push and offers an undo that discards those drafts before anything is written. After a push, in their own words, "treat push as the commit point": their pages describe no way to put a pushed change back.

4. Can it round the way your prices are set?

Both round; the steps differ. Ratelift's default is to the penny. "Tidy" rounds each line to the largest of 1p, 5p, 10p, 50p, £1, £5 or £10 that is no bigger than half the line's change, so a small increase is never rounded away. "Set my own" takes any step. A line the step would zero, cut or more than double is held and shown to you.

Invoice X rounds to 50c, $1 or $5 with a minimum increase floor.

5. Does it touch anything beyond repeating sales invoices?

Neither changes anything else. Ratelift reads your repeating sales invoices, contacts and organisation settings, changes only the templates you ticked, and never touches bills, bank data or payroll.

Invoice X reads repeating sales invoices and their accounts and contacts, and does not touch bills, bank data or payroll.

6. What does a second run cost?

Different shapes. Ratelift is paid per job: £29 for up to 25 templates, £49 to 100, £99 to 500, £149 to 2,500, all ex VAT, charged before the run and refunded in full if any template fails its check. Your first job of up to five templates is free, with no card. Templates held back for a day or two because their invoice is about to go out are counted in that fee and finished later at no extra charge.

Invoice X is US$29 a month for up to five users with unlimited runs, no free trial, and fees paid are not refunded.

So: a business that reprices once a year pays Ratelift once a year. A business that reprices every month, or wants to run the same change again and again, is better served by a monthly plan.

7. Who else can use it, and can you see who did what?

Invoice X is stronger here. Their plan covers up to five users and attributes each run.

Ratelift is tied to a Xero login. Anyone who can sign in to your Xero organisation can use it, and History shows every run with its report, but it does not yet name which colleague ran it.

8. Can you see it work before you connect Xero?

Both. Invoice X lets you try the full flow on eight sample invoices with no Xero connection. Ratelift has a sample book of 32 repeating-invoice templates at ratelift.app/demo: the real templates page, preview and report, with nothing connected to Xero and nothing saved. Your first job on your real book, up to five templates, is then free with no card.

9. Can it bring templates in from a spreadsheet?

Only Ratelift. A book being set up for the first time, or moved into Xero from another system, usually starts as a spreadsheet. Ratelift imports repeating-invoice templates from a CSV file, as drafts, with a preview of every row first and a guide to the columns. One customer brought in 56 templates this way and billed from them on 1 October.

Invoice X has no import; its pages describe price changes and the forecast report, which is the next question.

10. Can it show what your repeating invoices will bill over the next year or three?

Both do, and Ratelift's is free. Xero has no report of what a book of repeating invoices is worth going forward. Ratelift's Forecast & report page shows it month by month, ex VAT or inc VAT as you choose, over 12, 24 or 36 months, grouped by contact, naming pattern, account code, currency or template, with each currency totalled on its own and never added across currencies. A what-if box (say +5% from 1 January) shows the effect of a price rise before you run it, and when the figure looks right one link carries that percentage to the price-change screen, where the usual preview follows. A spread view shares an annual invoice across the months it pays for, a naming check picks out renamed plans and the same item billed at different prices, and any view downloads as a spreadsheet. It reads your templates and writes nothing, so it costs nothing and needs no job.

Invoice X's repeating-income report projects the book forward over 12, 24 or 36 months, grouped by Xero GL account, customer or currency, with each currency scoped on its own and a CSV export. It is part of the US$29-a-month plan.

Three things their checklist does not ask

Where the company is. Ratelift is made by Aragon Software Ltd, a UK company, priced in pounds, with UK terms and a UK data-processing agreement. Invoice X is priced in US dollars; its pages do not say where the company is based.

Who has used it. 798 templates were repriced in one Ratelift job for Woosh Washrooms; Roundhouse Software imported 56 and billed from them on 1 October. Both are quoted on this site with their permission. Invoice X's pages show no customer names or numbers.

Xero's App Store. Neither tool is listed on the Xero App Store or certified by Xero as of 19 October 2026. Ratelift says so on every page and is working towards it.

In one paragraph

If you reprice once or twice a year, want to be able to put a run back for a week afterwards, or need to import templates from a spreadsheet, Ratelift fits. If your team reprices often or wants several named users with an audit trail, Invoice X fits. Both forecast what the book will bill over the next one to three years; Ratelift's forecast is free with no job to buy. Both let you try the whole thing on sample data before connecting. Either is quicker than opening hundreds of templates by hand.

Read from invoice-x.ai on 19 October 2026 and again on 27 October 2026. Invoice X is a product of Dragon Hill Technology; Ratelift is not connected with it. Corrections: hello@ratelift.app.