Enter your idea

This is causing our business major issues as well with Suppliers. It is a critical function. The reports to show credit notes are also not helpful. We have a massive amount of credit notes every month. Xero's abilities in development have been a failure over the years. In the beginning the software was't too bad, but everytime some software engineer has to justify their job, I just die a little inside. This software has not been designed to assist larger businesses. If they really cared about their customers (us) they would make the changes we request and take the time to ask us what we require to run a business. Time to explore other options. Completely fed up now and hate everything about Xero.

This is causing serious issues with our suppliers and wrong allocations of our payments

With our industry with customs and claims for damaged good we get a lot of retrospective credit notes and many of our foreign supplier like to see a remittance with the credit notes detailed as a separate line.

We receive a lot of remittances from our customers with credit notes detailed separately so it is a possible functionality in other software. We may have to look at other software as this is currently quite time consuming for me and also credit notes can get forgotten about it not allocated as they do not show on a export bills report either!

This is causing serious issues with our suppliers and wrong allocations of our payments , please please please can this be looked at

basic functionality really

Hey Guys, Who needs basic functionality when we've got the new version of invoicing!!

Xero is a Joke

Annette - the Credit Notes details does show on the REMITTANCE ADVICE sent to suppliers. They are listed below the bills under "Additional invoice activity".
The issue here is that if we use Credit Notes to get a Bill to $0.00 balance then neither the Bill and the Credit Note will show on the REMITTANCE ADVICE. So a way around I have been using is always leave at least $1.00 payable on each bill as at the end I always have a balance payable to my supplier anyway. Hope that helps!

Annette - this "idea" (also known in the real world as basic functionality!) has been around for close to 10 years and Xero have done absolutely nothing about it and won't even give a possible roadmap of when they will!

so don't hold your breath! And users just have to deal with it

The usual Xero contempt

Suppliers are unable to see on their remittance the credit notes details which have been allocated to bills which creates additional work providing this information to the supplier.

Xero needs to address this issue as soon as possible.

This would be an amazing feature.

This is crucial! Our clients and their customers are screaming out for this

Having this would assist in maintaining accurate accounts with our suppliers. We are currently having to prepare separate remittances outside Xero which is stupid. Not all credits pertain to an invoice.

When running the supplier remittance report, can this also include the credit note allocations that have been applied, so the supplier can see what invoices have been allocated to the credits.

Glad I'm not the only one with this same issue.
I raised in this in May 2023 and received this response from Ameen

Thanks for getting in touch.

It's currently not possible to generate a remittance advice to show a credit note allocated to an outstanding bill when there is no payment applied to the bill.

It's only possible to generate a remittance to show all the bill activity once a payment has been applied to the bill.

However, this is a request that's already been raised with us and I've found an idea that's similar to what you’re suggesting in our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.

I’ve included a link to the idea where you can view and support it or create a new idea to share your thoughts. Please note, you may be asked to log in to Xero first.

I have also included a link to our support article for further information on generating remittances.

Xero Product Ideas: Supplier Credit Note Remittances

Xero Central article: Send a remittance advice

I hadn’t realised this was already under discussion. Would be SO good and time saving as st present, I have to send a separate email to supplier to indicate my adjustments. VERY CRITICAL

Sales Credit Note Remittance Advice - can you please set up the ability to send a Remittance Advice to Customers from Xero when a Sales Credit Note is refunded. This really should be a standard feature. I have to create a manual work around for this outside of Xero and it is really frustrating.

I see multiple requests for this information but no response !

Will this be happening soon?

This causes us grief month after month. But it looks like Xero has been aware of this issue for a very long time.

Xero please respond if this will be done any time soon.

Currently, we are having to advise clients to shift to other accounting softwares in the market which have this functionality.

This functions is very important for clients using accounts payable and receivable functions.