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@Fiona - I can not even begin to imagine the time that is going to take you.
I find it all so messy when you are allocating credit notes to invoices that have no relevance. The whole handling of credit notes needs a little more looking into. The fact there is no shortcut to post one, you can't select them when allocating a payment through bank reconciliation or select them as part of a batch payment. All seems very simple with little to no response from XERO! But it's ok because they are making it all look pretty!

I am currently in the process of allocating 1800 credit notes to a clients customer after they had been incorrectly reconciled to a linked bank account - payments were actually made to another 'dead' bank account that has never been linked and no longer exists.
The ability to apply bulk credit notes in times like this would save a huge amount of time.

Agree- Batch refund/allocation 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 :(

@Adrian Soden this still means that credits are matched to invoices which they might not relate to and also it is an added cost! This needs to be sorted by Xero so credits can be picked up along with invoices when reconciling as you can in other software.

There is a paid app in the app store that should help with this problem, Allocat. It appears to automatically clear down credits against invoices so you are only left with invoices to pay - going to try it this month end, hopefully will cut down on a lot of wasted time allocating credits

Hi Xero Team. This will be an amazing feature that will safe our debtors department so much time and frustration. It would really be a great feature if we can at least include credit notes directly in a batch deposit instead of having to allocate a credit note first to an invoice before creating a batch deposit. We import all our sales invoices and credit notes directly from our own e-commerce platform and we have a ton of credit notes that import and it's a very tedious process to match these credit notes one by one manually on Xero first.

Hey Xero this is a real pain we just swapped over to you ,reconciling our statements and to manually allocate the credits individually is ridiculous , for a company that says it makes accounting easier ,I would have to say not true, you should be able to mark that credit and it is taken up automatically off the payment you are going to make , its not that hard , please fix I see this complaint from so many people as well

I strongly agree this is probably the single most time consuming part of reconciling my accounts at the end of the month, incredibly surprised you cant do batch credit to make the process more efficient

I agree with this. I find that when I do a "group invoice" and it goes to draft and I approve it just approves them and doesn't come up with any credits. It's only on single invoices. I then have to go back and do it manually. It wastes time. I also find overpayments hard to locate and allocate.

See so many users commenting on this pretty much every day - just wondering if anyone from Xero @xero is going to comment at any stage and provide an update ? Lets be honest this isn't a new request ...

I spend hours every month allocating individual credit notes to random invoices, because I need to pay the monthly amount owed. It should be possible to choose all invoices and credits to be paid and make the payment (without specific allocation).
Many people have said the same for months (years) and still the process hasn't been changed. This should be a priority IMO.

Some of our clients have a large number of invoices and credits as these come from automated booking systems.
it takes days to allocate them against each other, so please can we have a way to do these in bulk - maybe similar to the cash coding facility for bank recs?

This is a facility vital to accountants and book-keepers - maybe not so much for individual companies, so please take into account the needs of book-keepers rather than absolute numbers of people wanting this facility.

The team believe this is a critical improvement and should be available already, would save so much time.

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

This would save me hours every month!

This is absolutely critical and I dont understand why Xero do not have this function. Our credit notes are not specifically for certain invoices and we have a large amount everymonth, its really time consuming have to take each individual credit note and date it and mark it paid, the only remittance you can use is to export the invoices ready for payment before making the payment so that it includes the credits to exel and forward directly to the supplier - not ideal I asked for this back in 2020, any chance we can get this going please

Please can you add this feature. I have hundreds of credit notes and hundreds of invoices on one customer account and have to manually clear each one down - one by one. It is very, very time consuming. This is a standard feature on all other accounting software I have used.

110th upvote for this idea. Which is still less than the amount of credit notes that I have to allocate manually today....

I am converting 50+ companies and bringing in data from march 2022. There are thousands of payments and credit notes that need to be allocated against the invoices. We have hired a temp just to allocate the historic data which is a bit ridiculous as it should be a standard feature. Even if it was just bulk allocate for a specific contact it would save alot of time.

It's very time consuming when allocating every single credit note to bills or invoices. That is basic function and available in other software providers.