Credit notes- bulk allocation
Option to apply invoice or bill credits in bulk to invoices
Purpose: To save time from manually allocating invoices one by one.

Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.
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Rene Lindeque commented
You guys are clearly not accountants who create these systems. Our company is sitting with 7000 unallocated credits, (customer jnls) so no we cant allocate them on the bank - each credit goes to one invoice not multiple. So you are completely missing the point. There should be and option where the credit amount should auto match an invoice with same amount from oldest to newest. ALMOST all accounting systems have this. You platform is so great but lacks BASIC accounting input criteria. and the fact that it will only be considered in the long run is ridiculous.
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Nicola Pulle commented
While it is appreciated that finally Xero have commented on this "idea" (I would call it basic functionality of any accounting system) it is extremely disappointing that Xero are not recognising the importance. It is not a nice to have, it is vital for accurate accounts and everyone's sanity.
It is hard to explain to clients that this is not possible when it was available in their previous software as a basic feature.
Please stop wasting development time on things people are not complaining about and sort this!
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Kirsty Wilkins commented
Disappointing that this is not being looked at now. Aside from the time it takes to allocate these credit notes, how can an accurate remittance be sent to a supplier??
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Heather Barclay commented
Sage has had this feature for at least 20 years. Why can't Xero manage it in 2025?
Sage is significantly cheaper, too.
(Just sayin'.
In case anyone else is fed up with Xero's attitude to customers and dedication to increasing fees while reducing usability, and is looking for alternatives).
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Neil Watson commented
Multiple contacts are in credit at various times, due to the nature of the business. We make bulk payments regularly to repay these credits. But are having to allocate them individually (up to 200 at a time). Hugely time consuming and having a mass allocation process would be really uselful.
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Graham Evans commented
Thats all very well if the invoices are already loaded, but not if the overpayment comes into Xero before the invoice is created, as is the case in several of my clients. Overpayments arent given the option of being credited as credit notes are. That should not perhaps be so hard. I certainly would appreciate you looking at the solution a bit sooner than you have been looking to do so.
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Jason Graham commented
You should be able to simply apply a credit note to the oldest outstanding amounts when making payments, rather than manually allocating them each time. The process should allow you to select the invoices you want to pay, and the system would automatically include the relevant credit notes, deducting them from the total. The applied credit notes would then also appear clearly on the remittance.
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Graham Evans commented
It is crazy that we cant tick the invoices we want to allocate and allocate to the outstanding invoices, also by ticking rather than allocating specific amounts, as currently required. A bulk action would save hours of work across many organisations.
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Ashlee Matthews commented
I am currently offsetting over 100 credit notes against a couple of invoices. This should not take me hours to do. Please have a bulk upload available.
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Deville Swanevelder commented
It will really help if we can only put a tick next to the invoice amount instead of having to type in the amount to allocate the credit or overpayment, this wil really help to reduce the allocation process.
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Madeleine Saint commented
This has always been an annoyance, but having recently taken on a vehicle repair garage that receive a huge number of credit notes each month for returned parts, it has now become critical that this is addressed. Having to allocate each one individually takes a ridiculous amount of time every month.
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Jane Rice commented
Please please please! This is a crucial function that needs addressing.
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Kirsty Smith commented
Also find it ridiculous you can't apply overpayments or credit notes in bulk or at least with a quick function like in Sage F3 etc.
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Leanna Bosma commented
When I think of Xero, I don't think of manual, repetitive tasks, yet applying bulk credit notes is still not a feature. With our large client base, we need a faster solution for applying write-offs to our invoices each week.
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Sharon Paterson commented
There must be a way you can pick the credit notes up along with the invoices at the point of matching the invoices on the bank rec screen. Or being able to tick them on the sales invoices, awaiting payment screen. Along with the payments on account
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Dom Prosser commented
This Topic idea is now dating back to 2022 and there is still no improvement
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Micheal Rosenbrock commented
Have to do them every month so will probably move to a new system that does this function
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Dom Prosser commented
COMMUNITY PLEASE LISTEN, This simple finicality it key to saving time, my clients have thousands of purchase credits that need allocating and it take hours to go in and out of each one, alongside the credit allocation screen being very BUGGIE when trying to allocate them.
There must be a way you can pick the credit up along with the invoices at the point of matching the invoices to the payment on the bank rec screen. Cant you allow credits to be seen through the spent money tick box? this way the batch can all be picked up together to balance the payment.
This is basic stuff.
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Waldo Oosthuizen commented
HERE'S A SOLUTION!!
Hi Community. While we wait for Xero to add this , here is a solution to get credit notes allocated in bulk!: -
James Carmody commented
Please add this basic feature!