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Agree- Allow credit notes to show and be selected on the find & match screen or batch refund icon on Awaiting payment section. Monthly I have 1000+ CN and very waste time to allocate so many credit noted on one by one invoice. This point become a reason to leave Xero badly :(

The ability to see/apply credit notes when matching a payment to multiple invoices within the bank rec screen, rather than having to go into the actual invoice/credit note and apply against the other.

Susan Barbarino, you are spot on there. We are always having suppliers confused by the remittances as to why we would allocate credits against invoices where they clearly don't belong. Takes some explaining sometimes as to why this is the case as it just doesn't follow any other accounting software out there!

It's also not a true reconciliation either, if you are taking credits up on invoices that they don't belong to and then giving a remittance to your supplier does anyone at xero do accounting? I would not have swapped to xero had i known this and i definately won't be recommending Xero.

Hopefully they solve my request too. My idea was merged with this one but actually relates to wanting a flag of some kind on customers that have an outstanding credit when viewing a batch of approved invoices, so that credits can be applied before bulk emailing of invoices. Currently I have to click on each invoice and check if there is a credit. If there was a little asterisk or something on those with credits it would save a whole lot of time.

Thanks Valerie Hague, hopefully they have actually listened to you, as so many of us have asked for this for YEARS and been fobbed off constantly.

I hope they are looking to set up credit notes to be allocated against both creditor and debtor payments (depending on whether the credit note has originated from ourselves or our suppliers).

I've lost count of how many times they have added a comment, saying it's not on their current list of things to do, and then they close the thread.

We need this in batch payments, I don't use bank feeds, I do payments manually using batch payments so hopefully this will be part of the issue they are going to solve.

Great News Valerie Hague! Hopefully they will now do something about it now!

Just to let you all know, I have been in touch with a developer from Xero on a Zoom call and have demonstrated to him the functionality that we all want. Lets keep our fingers crossed that something comes of it.

Why are we still waiting for this basic functionality?? I really feel for my suppliers trying to work out what we've actually paid. Plus the time I waste each month having to allocate credit notes individually is a really painful process.

I don't understand how this wasn't even a thing from the beginning! It is so time consuming and non logical to have to allocate a credit note to an invoice before it can be included in a payment. This is equally frustrating when trying to make a batch payment. It basically makes the remittance option non usable.
I am fed up with finding work arounds which are long winded for functions that should be a basic part of an accounts package!

At present if there is a credit note you have to offset it against a bill to pay before being able to Match the totals bills to the payment.
It would be so much easier and quicker if when going to find and match you could tick the credit note as well as bill EG: Payment for £750 covers bill £1,000 less credit note £250 and see both rather than go to credit note - options-allocate credit - offset against the bill and then see the net amount due

There are multiple threads with people near begging Xero to implement this. @Xero please. This is critically important, and a super basic function.
Like being able to mark Bills/invoices as "in dispute" if I may add

I honestly cannot believe that this isn't something you can do in Xero. It's not ground breaking stuff and, like others, would literally save me hours and hours of time!!

Please add this function asap. I'm unable to apply multiple refunds received to a single credit note from the bank reconciliation page. V time consuming to record each individual cash refund amount to the credit note then go back to the bank reconciliation page to reconcile.

Hi Xero, I've been asking for this to be done since we joined Xero in 2012. Will this ever be done??? The number of times that we get an email from Xero, saying it is not a priority at the moment and then they close this item, but never do anything.

PLEASE, PLEASE, PLEASE - sort this out.

Yes please ! We cannot either select CN on a bank reconciliation or on a Batch Payment.
Credit Notes are very difficult to deal on Xero specially when there are lots of them monthly....

Any update on this - would be extremely useful?

This -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961046-remittance-advice-show-all-credit-notes-and-invo

and this -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961307-invoice-bulk-allocation-of-credit-notes should also be merged as they essentially represents this exact same issue regarding how credits are handled in Xero.

Suggest this -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46426279-bills-toggle-whether-to-allocate-credit-notes be merged into this idea

And adding my 2 cents worth...

This is how Credit Notes are and always have been handled in the real world. Like a negative bill/invoice.

Instead of adding a whole seperate process of allocation, CR Notes are simply selected as one of the invoices/bills being paid, just with a negative balance.

Oh how I wish this was an option for handling CR Notes in Xero. You could ditch the whole CR Note API and just allow negative balances on invoices/bills. The only validation issue becomes preventing a numpty user from trying to generate a negative batch payment or receipt, which can use the same logic already used to prevent negative invoice/bills right now.

It is a far simpler and more practical methodology that aligns precisely with the real world process.