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This is mission critical to my business.

How is this not one of the basic elements of the software???

We are now at the end of June, how much longer will it take to work on this? There seems to be alot of time spent changing things that don't need to be fixed and not working on important functionality. I have to spend up to 3 hours reconciling 1 payment from Foodstuffs as there can be 80 credits across all the stores in 1 month! Might be time to find a new accounting software 🤔

Hello Kelly
I spoke to a guy at Xerocon on the Xero stand on Wednesday about this AGAIN having asked back in 2019. Firstly the person on the stand I spoke to didn't know this was a issue and tried to disprove it on the demo data despite my reassurances it isn't possible. His only suggestion apart manually allocating CN's to any old invoice was to mark it as a cash refund. This really wasn't helpful as still involves additional steps and very frustrating if there are numerous CN's. When is this very basic request going to be addressed?

It looks like Xero is still geared towards a single person businesses where you might get or issue a single credit note, and allocate it to the corresponding invoice.
Processing multiple credit notes for a large account currently is a major hassle. I hope they address it soon.

Fantastic, look forward to it being implemented :) Although first idea of it was in 2012 so not sure how quickly this will happen ....

Bank reconciliation - would be very helpful to be able to match credit notes and invoices from this screen using find and match when matching bills and bank payments instead of having to either go into the credit note and apply credit or the invoice and use the credit note before reconciling in the bank account.

Allocate bank transactions directly to credit notes

I find it annoying that you have to always allocate a credit note to an invoice. Why can't you "pick up" a credit note when allocating a payment from a customer, the same way as you can "pay" an invoice. Why do you have to allocate it to an invoice first?

Good to hear that this is finally in development. Will we be able to allocate credit notes to future repeating invoices? It feels like repeating invoices are always forgotten about when it comes to development.

Well its took over a decade to get from an idea to working on it so by the time its in operation i will of retired!

Thank you. We really need this. We issue credit notes that don't relate to specific invoices - but have to allocate them to a random invoice which makes everything so messy when looking back at records. Can't wait!

AMAZING! Thank you!

This will help so much.

Also, AP credits to be available as 'refunds' on the bank reconciliation would also be a life saver!

Glad to hear, finally.

It also needs to apply to the 'make payment' option in awaiting payments.

Thank you!!

yeah, it was about time... we can't wait ;) please please, i know we can mark them as refunded and they'll show on bank recon, but that's a proper nigthmare... it should be automatic... prepayments, overpayments, credit notes... thank you

Will this development include allowing us to allocate credit notes to repeating invoices as well?

After over 12 Years since I created the original thread on this, I'm glad to see it is finally getting looked at!

I am so pleased this is now being followed up

I'm stoked the devs have decided to work on this!

I also agree with the others. Having to manually allocate credit notes before preparing a batch payment to a bunch of suppliers or reconciling a bulk payment from a customer is time-consuming and slows down what is otherwise a relatively quick and streamlined workflow.

The manual step can also be prone to human error, especially when a customer or supplier has lots of credit notes to be allocated.

For this reason, we dread working with clients whose business model means they have lots of credit notes to deal with.