Enter your idea

There are so many 'Product Ideas' like this that should be a core feature not something that has to be suggested and chased. All the while prices keep getting hiked and useless AI features are added, but not the basic functions we have been asking for for years.

How hard can it be!

This is a necessity and should have been addressed years ago. Come on Xero, sort it out!

In development in March 2024??? As this has been requested pretty much since you started in the UK isn't it about time you dealt with it? No doubt that the developers have NO idea what a hassle it is currently. For those of us who use Xero on a day by day basis it is such an annoying waste of time. Sage had it perfectly. Time to step up and do some things to help us timewise instead of slow us down.

Wow - stop wasting time on look - it’s all about content and functionality

Come on Xero. This is really iimportant. The credit notes functionality is exceedingly poor compared with other bookkeeping systems. THIS WAS FIRST REQUESTED IN 2012!!!! You should not have to allocate a credit note against an invoice which then shows as an underpayment of the invoice on the remittance advice. You should be able to include a credit note in a batch payment without a silly error message saying "you can't pay a credit note". You should be able to select a credit note along with invoices in the bank reconciliation screen. Xero have got their priorities all wrong. Lets sort the basic functionality which affects EVERYBODY before adding bells and whistles that only a few will use.

Any progress on this? I need to be able to account & reconcile for two invoice payments and a credit in a single transaction and can't see how this is possible unless I do them all individually which then doesn't reflect the actual line in the bank account. So frustrating

We really need this addressed. It has been over Thirteen years since this feature was asked for!! It is time to get this feature priortised.

Excellent.

Things like this are basic and need sorting because it makes the job easier! Most of what has been done recently doesn't!

Hi all, should we do this ourself. Make a Multi Tenant SaaS App to handle credit notes and payments.

🧱 Architecture Overview
1. Frontend (User Interface)
Web app where users can:
Connect their Xero account via OAuth 2.0.
View credit notes and payments.
Configure matching rules (e.g., auto-apply by date, amount, or supplier).
Approve or reject suggested matches.
2. Backend (Business Logic)
Handles:
Authentication and token management.
Fetching credit notes, bills, and payments from Xero.
Applying your custom logic to match credit notes to payments.
Creating journal entries or transactions in Xero via the API.
3. Database
Stores:
User accounts and Xero tokens.
Matching rules and preferences.
Logs of all actions for audit and rollback.
4. Xero API Integration
Uses:
GET /creditnotes, GET /payments, POST /journals, etc.
OAuth 2.0 for secure, per-user access.
Webhooks (optional) to react to new credit notes or payments in real time.
🔐 Multi-Tenant Considerations
Each user’s data is isolated and secured.
Tokens are stored encrypted.
Role-based access control (e.g., admin vs. viewer).
Optional: allow users to invite team members.

Could you please allow credit notes to apply to the payment instead of to an invoice (payable).

They're VERY busy working on SUPER important updates... like changing the appearance of the invoicing UI for absolutely ZERO benefit to actual bookkeepers... why would they prioritize functionality over making our screens work against us and each tiny function just a little bit slower to make our days in the office more complicated and less efficient?

12 years isn't that long! Can't you see this vital change has been logged as "in development"? That means they're working on it and we shall just have to wait a little longer, fingers crossed before we're all retired.

Shashish you'll have a long time to wait, I requested this 12+ years ago and am still waiting!

It’s been over three years now, from 2022 to 2025, and there’s still no meaningful progress. These are basic, fundamental bookkeeping processes that should have been prioritised long ago. Instead, development efforts seem to be focused on UI tweaks, while the core accounting and compliance functionality continues to lag behind.

When a customer payment or supplier payment are in the bank reconciliation, you can only allocate invoices. However if the payment has a credit invoice it would be good to be able to allocate them then, rather than going into the customer and supplier account and allocating. When there are lots of credit invoices this is a very long process.

Let's hope that this development will be finished in my lifetime!

Please could we get an update?

Xero when are you going to update us?

It's been over a year and now I've been notified of another price increase when you can't even offer this basic functionality! It's so incredibly infuriating having to match so many credit notes each month. You're not saving me time, you're costing me time!

Could you please allow credit notes to apply to the payment instead of to an invoice (payable). Also if the credit notes are listed on the batch payment print out it would be easier to match invoices paid, credits claimed for the file clerk - ie each invoice/credit note would be listed on the pay stub

When reconciling the bank accounts on the “ match item” screen show all invoices and credit notes for that supplier so they can be allocated to the same payment. Instead of having to go back into the account, find the credit note and allocate it before a payment can be made. The same way you can on Sage.