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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!

Fully agree we only invoice twice a month so often got lots of payment on accounts for cash customers pending invoices. When we have invoiced, we then have to allocate the payments on account (showing as credits) with the invoices which can take at least a day.

In my opinion, not being able to bulk match invoices and credit notes is a major flaw with Xero. I currently have 248 invoices and credit notes to match down in one customer alone due to opening balance adjustments... This is going to take me ages! I recently migrated this client from Sage to Xero, wishing I had just waited now as this would have only taken a mere fraction of the time in Sage! This needs to be resolved ASAP...

Agreed. There should also be a tick box next to the invoices so you can just select all the ones you want to match rather than having to type in the amount even if it's the full amount. They need to address this. There should also be an option to automatically allocate credit notes to oldest invoices so if you have a Group of Customers you generally do this with, you can do this for just those customers so it's an automatic process. I hope Xero addresses this asap!

From Stuart below - Absolutely it is madness! "I would like to see an 'allocate in full' button when allocating credit notes against invoices in the credit allocation screen. At the moment, there is only an 'Amount to credit' box which has to be manually input. From a personal POV, this can be time consuming because I sometimes have to allocate a single credit note against multiple invoices. The current situation is also 'unfriendly' because the balance left to credit is often at the foot of a very long list of invoices and so I have to keep scrolling to the bottom of the screen to see what's left to allocate."

I have clients particularly in the automotive industry who receive a large volume of invoices and credit notes each month from multiple suppliers. It is hugely time-consuming to have to go in and allocate each credit note manually in order to be able to match the payment from the bank to the invoices on the account.

...i hand't seen this post..and went ahead and pretty much posted the same thing - interesting though that the original post is dated 2017 and xero has yet to address this....

in A/R when applying a credit application - it would be VERY helpful, if where was a check box wherein we could choose ALL the invoices we wanted to apply, rather then the current time consuming method of having to enter each individual amount on each individual invoice

Agreed!

Apologies if this has been requested elsewhere - please merge with any similar suggestions.

I would like to see an 'allocate in full' button when allocating credit notes against invoices in the credit allocation screen. At the moment, there is only an 'Amount to credit' box which has to be manually input. From a personal POV, this can be time consuming because I sometimes have to allocate a single credit note against multiple invoices. The current situation is also 'unfriendly' because the balance left to credit is often at the foot of a very long list of invoices and so I have to keep scrolling to the bottom of the screen to see what's left to allocate.

This would cut our bookkeeping time drastically, time saving