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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.

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.