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Invoices - Bulk upload payments on invoices

we should be able to do a csv bulk upload for receiving payments on invoices. the filed highlighted in yellow should be in a csv file, other fields such as invoice number or ref can be added. we do bulk upload and the invoice automatically updates with the payments.

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Isi Adenojie shared this idea  ·   ·  Report…  ·  Admin →
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  • Stephen Foster commented  ·   ·  Report

    Once classic invoicing is retired then not being able to upload will leave me having to use the new version which is extra Clicks and flows less well.

    BACKWARDS STEP XERO

  • Ching Wei Chan commented  ·   ·  Report

    This will really help in cutting our workload! Pls have a template that has fields similar to the ones we are doing now for individual update of payment.
    Thank you and hoping this update can be roll out soon!

  • Brigitte Michel commented  ·   ·  Report

    used remove and redo on HUNDREDS of payments reconciled to large batch transactions instead of unreconciling. Xero support had no way of helping me, these payments that were deleted cant even be restored or have a file that can be exported that summarises the deleted payments. This is days of work to singularly input manually when in realty it would be a very simple import file that could attach the payments to invoices. Ridiculous really. And xero support just sends me here to write a little note into the void - hopefully xero actually takes these into consideration. Would be better if they could help me now.

  • Richard Stafford-Hill commented  ·   ·  Report

    I agree. The import file needs to include:-
    Sales invoice number
    Date of payment
    Amount paid
    Bank Account received in

  • Adam McKenzie commented  ·   ·  Report

    This is a great idea and i hope it gets implemented ASAP.

  • Isi Adenojie commented  ·   ·  Report

    Basically there should be a way to use a csv file upload to make or create a batch deposit. selecting 50 invoices multiple times is not the best use of time.