Invoice - Bulk allocation of credit notes
Option to apply invoice or bill credits in bulk to invoices
Purpose: To save time from manually allocating invoices one by one.
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John Fitzgerald commented
send email to support@support.xero.com on this as I'm not sure they really review these threads at all and i have emailed them numerous times on this suggestion.
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Blyth Chan commented
I agree. Very time consuming. This needs to be taken to the next level. There are new features developed by Xero but I don't think this should be left behind.
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Christy Wilson commented
This is such a time consuming part of allocating payments both from customers and to suppliers. I really would appreciate this being a new feature as it creates much more work for me. Coming over from being a SAGE user I assumed this would be a basic tool. I really feel like reverting back to SAGE!
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Lexi Chassiotis commented
I really do not understand why Xero is ignoring this request by many of us. Every other accounting program I've ever worked with, credits can be worked with invoices all at once. I'm only with Xero because of my POS system in my shop. Otherwise I'd be elsewhere especially with the lack of response from Xero support
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Stephane Pang commented
This is so time consuming and really needed quickly!!
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Penny Farrar commented
We too have changed from Sage to Xero and found the credit allocation to be hugely time consuming. It is very basic. Xero really need to change the way this works.
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Dean Collier commented
When is this going to be an option like QBO? I have 732 Credit Notes to Allocate to one customer...................
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Zoe Bates commented
This is really time consuming as I have a number clients with overpayment to allocate, a crucial feature that is need on Xero.
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Katy Saunders commented
Crucial functionality I currently have a list of 110 customers with a NIL balance and I have to allocate the credits to stop invoice reminders going out. Also to have credit notes appear when allocating payments from the bank would be useful as you could pick them up from there too. So A customer has an invoice of 10 a credit note of 5 and pays 5 - currently you have to allocate the 5 to the invoice in the payment screen and then go back to the contact account to allocate the credit. Sage lacks in a lot of ways but at least you can allocate credits from the payment screens.
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Andrew Weatherley commented
Ridiculous waste of time Sage had this for the last 20 years that I know of. The Xero software obviously wasn't designed by anyone that has ever had to do tasks like this. A credit note is only a minus invoice so I can't understand why it's treated so differently. There's simply no logic to having to allocate each one individually.
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Andy Gair commented
I can't believe this isn't already a feature
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James Burrough commented
Absolutely crucial, currently one of the biggest downsides of Xero
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Amy Healey commented
This really needs to be done ASAP, the time wasted is insane.
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Michelle Wyndham commented
This is the most mindless daily task.
Doing this in bulk would save hours of staff resources -
Laura Heap commented
This would help massively due to the amount of credit note we have to allocate.
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Xin Liu commented
We need this tool to save our time.
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Lara-Jane Clarke commented
This would be very helpful, we get many credits per month, to allocate once they have all been received at the end of the month as we did in our previous software would be a great help.
Even better if you could "pay" a credit, i.e. reducing the amount owing with a batch payment so that the credit appears on remittance -
Timothy Anders commented
Ah, another desperately needed basic function that Xero are ignoring. Cool cool cool cool cool. Sorting by surname is my other big one, but I have come across some other clangers too! Think of all the hours wasted on working around these basic flaws. Absolutely contemptuous by Xero IMHO.
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Julie Sutton commented
@Mel - we moved from SAGE to Xero as it was ahead of the competition at the time - although the shortcomings in the software weren't properly explained to us by our "adviser".
But we are looking at moving back as well - if the move to new invoicing goes as ahead without significant changes, that is our cue to go - we've learnt to live with alot of shortcomings in Xero but that will be THE final straw ..... -
Mel Fenemore commented
@Lexi Chassiotis I am currently looking into Sage. They have come a long way from being a very substandard cloud based product. Where Sage are improving XERO is staying stagnant at best but appears to be going backwards!
Thankfully things like move by books etc makes it a lot easier to jump ship and switch. It's what happens when a company stops listening to the customers that pay the ever increasing price for a poor performance product and customer service!