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Xero does not allow supplier prepayments to be included in batch payments. When added as a prepayment under spend money, the prepayment shows under bills awaiting payment, but the prepayment cannot be added to a batch payment, the tick box is greyed out. For companies that regularly pay suppliers in advance, the ability to include prepayments in batch payments would be useful.

Following on from the many responses below. As a retail company we are running two large Xero accounts, were we are received 1000s up 1000s of invoices and hundreds of credits each month. Individually applying each credit note either to a random invoices are marking it as taken each pay run consumes so many man hours. Add to that is such a monotonous and drawn out process you can easily make mistakes. Please make this a priority to implement the ability to pay a credit along with invoices. It feels like it should be such a simple thing to implement?

Expected, but still disappointing Xero.
One wonders what other "important changes needed in product" are .... Stuffing up AP in the same way as you stuffed up AR with New Invoicing?

i agree with andrew, a credit note is just a negative invoice
therefore why cant we import them and why can they not be added to the batch

there must be a major design flaw in xero, that they built it then somebody said what about credits, and they went Oh SH&T we better tag something on

shame on you xero

Xero is so busy dumbing down their product, that it actually becomes useless accounting software.
Don't start me on their "multi currency" product. Its a joke.

Timely, just as I'm about to pay the suppliers for the month and waste my time allocating credits to random invoices so I can do a batch payment 😡 what a joke. This is a critical accounting feature, sort your priorities out Xero!!

Well this was an expected response!!
Maybe if a little less money was invested into making already functional areas of the programme substandard (lets not get onto a rant about the new invoicing!) then this wouldn't actually be a drama to arrange.
Remittances are all but useless! I guess with the credit notes being part of the reconcilliation process you could wait until the next day when transaction has been pulled through from the bank, reconcile with the incorrect date, then raise a remittance from there? Far from perfect and I am so fed up of trying to find work arounds for a so called accounts package that can't provide the simplest of functions!
Thankfully unlike Kelly has suggested in other responses I have no issue with changes and the only improvement change I can see right now is considering another package - Sage are proving to be incredibly helpful and whilst they were always behind on cloud accounting they appear to have really upped their game!
Inflated costs for a worse product - no thank you!

XERO Product Development team must have a KPI of how many customers they drive away because of them! If so they will be doing very well to meeting there KPI.

Don't blame you Shev. Also have a look at Infusion Business Software if you are in NZ or Australia.

I can't believe this still hasn't been implemented. Remittances are always being queried as underpayments because they can't be included in the batch process.

Seriously might go back to Sage at this rate!

Andrew, you should be running the Product Development Team or perhaps organising a training session for them.

Certainly, there current manager is well sub-par!

Xero team, you could fix this quickly by allowing a negative value on an invoice.
Then a credit can be processed as a negative value invoice - allowing perfectly acceptable batch payments.
Or you could allow a negative invoice to be called a something a little more normal, like perhaps 'a credit'.
Allowing negative value invoices (aka credits... shhhhh.) would take a fairly short time. If you made this an option that had to be manually turned on in settings, it might take a bit longer... maybe 30 days and 180 cups of coffee.

Yet another great reason to look for a proper accounting package. If we just wanted a cashbook, we would have purchased a cashbook!

Why have batch payments at all, if you cannot use them to their fullest, ie applying credits as well? There is no point in having my suppliers Invoices synced with Xero if I cannot pay them in one batch, with credits applied!

This would be a great feature and save a lot of time. Especially when the credit notes do not apply to any of the outstanding invoices.

It seems to a complete waste of time logging these ideas, for example, the idea for the ability to include supplier credit notes within a supplier payment (a basic requirement) has been on this board since 2020 and has 680 votes, yet not one response from Xero.

Xero, can you comment on why this is being ignored, or will you just ignore this? If you keep ignoring your customers you are going to lose them. I suggest you spend less on TV adverts and more on software development.

Thanks Anita,

That looks a really useful link!

Yes, Paul Berry, we have moved to using Nook for our batch payments, as in Xero you couldn't bulk send a remittance to all the suppliers in the batch. Clicking each one was just silly. Nook has helped us a lot - but haven't tried it for adding credits yet.

Does anyone from Xero even read these messages? I suspect not. We have literally been waiting years for this to be fixed without a single comment from Xero - appalling service.
As an aside,, some of you may want to take a look in the the plugin allocat.io (I am in no way affiliated) - this allows you to automatically apply credits with one click, being in an industry with high volumes of supplier credits this has saved me hours. It works the same as Xero, ie clears down the credits and invoices they have been applied to so not perfect, but just speeds up the manual process in Xero. Ideally Xero would allow you to pay invoices and credits in one batch but this is the best workaround I can find for now, hope this helps some of you.

The other issue is now Xero have rolled out this ‘super duper’ batch payment feature where you can pay all suppliers in one go and their physical payments, it doesn’t work if the supplier has a credit note. You have to go through and allocate every credit note first.

But hey ho, what do we all know?! AI q&a is clearly more important and changing the invoicing system for something not fit for purpose.

I have been waiting for this to happen since starting with Xero in 2020. All other accounting systems have this enabled. For our company not being able to include Credit notes in a payment run and having to take each one separately can add valuable time to what should be a quick and easy execution of allocating and making payments. This is in my opinion a critical service.