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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Julie Sutton commented
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 ...
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Lisa Hovell commented
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. -
Louise Tonkin commented
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.
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Nick Lord commented
The team believe this is a critical improvement and should be available already, would save so much time.
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Khadija Toppa commented
It would save a lot of time and make reconciling accounts much easier
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Heather Barclay commented
This would save me hours every month!
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Alison Kiddier commented
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
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Samantha Dixon commented
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.
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William Hartanto commented
110th upvote for this idea. Which is still less than the amount of credit notes that I have to allocate manually today....
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Martin Goodwin commented
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.
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Zain Khalid commented
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.
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Rebecca Davies commented
time consuming - a basic function thats on sage
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Karl Portelli commented
Basic feature which is not provided
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Chris Thomas commented
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.....
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Oliver Pachter commented
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
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Lexi Chassiotis commented
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.
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Jane Carvalho commented
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
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Katie Brown commented
Bulk allocation for credit notes and overpayments on customer accounts.
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Connor Eccott commented
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.
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Michele Grisdale commented
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.