Enter your idea

time consuming - a basic function thats on sage

Basic feature which is not provided

Another vote for this feature. We work with Ecommerce businesses and there are Shopping Cart systems like Brightpearl and Shopify that create 1 consolidated invoice per day for the sales and 1 consolidated invoice per day for the refunds.

At the moment each individual credit note needs to be manually matched to the invoice for that day. Extremely time consuming.

This thread was opened 5 1/2 years ago and no comments from Xero support. So it's safe to assume that this one needs a few more thousand votes to be considered.....

Look at the way MYOB does it. When you select multi bills and credit notes to batch payment, it should ask the question do you want to bulk allocate the credit notes to the bills starting from the oldest bill to the newest or not? If you click proceed it automatically allocates those credit notes to the oldest bill to the newest until the credit note value is exhausted.

I do not think this is such an onerous software development to add, but would save many business administrators a lot of time

Hi I'm asking that this feature be added. I'm one of many newsagencies using Xero and know that I'm not the only one that finds when we pay our suppliers, the time used to go through their statements, allocate each credit note individually at a time to an invoice in that statement, it's a lot of wasted time. It would be soooooo much easier to be able to tick multi invoices and credit note, do batch payment and pay rather than have to "clean up" the credit notes then do batch payment. Considering we can pay more than one invoice at a time, please I really plead you add this for credit notes. At the moment when asked by others if I recommend Xero this is one thing I always warn people.

We currently use both Xero and Sage 200. In the latter application, we are able to select all outstanding items so that it can be multiple matched.

Please can we have something like this in Xer

Bulk allocation for credit notes and overpayments on customer accounts.

This would be even easier if you could just 'bulk pay' within bills like you can with invoices. When paying hundreds of invoices in 1 go, being able to include credit notes would be ideal! We're in plumbing & heating and have several hundred invoices/credit notes from our suppliers every month.

Currently we have to type in the allocated amount into each credit note individually which can be very time consuming. Allow us to use tick boxes to allocate the total of the credit and have a SELECT ALL box at the top.

Come on Xero. I know you are busy with STP2 but this I would imagine is a relatively easy fix. You already do it with the batch payment of invoices.

PLease can we find a way to multi select many credit notes and apply it one invoice. We are in the food insustry and we deal with about 100 credit notes per month with short deliveries , no stock etc. You can miagine having to click through each credit note every month is a nightmare and waste of time. MYOB allows you to all your credit notes pending to the order of oldest invoice to newest. Why cant this feature be added to Xero?

interesting , that the original post is dated 2017 and xero has yet to address this.... akin to Lego - are they waiting for 10,000 votes before they do something about it? what's the pint of making suggestions and voting if nothing will be addressed...even AFTER 5 years.....

This is critical to have in an accounting system. One could use the awaiting payment tab. You already can select the item one would want to allocate so all you need is to add a button next to "Print, Email, Deposit, Copy to" named allocate

It would save a lot of time and make reconciling accounts much easier

This would be extremely helpful. Often thrid party apps can create credit notes for things like gift cards etc with online stores. The Xero user can often need to bulk allocate these to a suspense account as a cash refund to reconcile but is extremely difficult when it has to be done 1 by 1.

It makes sense to have a bulk cash refund processing function for credit notes. Similarly to the bulk deposits function that exists for invoices.

This would be greatly appreciated.

Definitely being able to create a credit note in bulk to a contact group would be very helpful.

I have not had any response from Xero since posting this request. You would think that it would be fairly easy to do given the ability to bulk pay invoices.

Any comment from Xero HQ? This feature shouldn't be a big ask it is standard in all the other packages I use and have used...

i have a large prepayment already on account from a client. He has a very large set of invoices now and he has paid the remainder of the amount owed. However, i cant reconcile the payment as the credit note isnt taken into account. To allocate the credit i would have to enter each of the small amounts into the multitude of invoices individually and manually ! Surely there is a better way to do this.. it could take me hours!