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Because credit notes can't be automatically added to repeating invoices, it means that you have to manually put the credit note after the invoice has been created. This looks unprofessional sending a seconded updated invoice and means that you could also miss it, ending up carrying the credit note over again. It also takes away from the ease of invoicing and means you have to make an extra step, which is extra time. It would be great to get this fixed so that it can keep things tidy and efficient, which is why I joined Xero.

Hello,
We offer 24 month Introductory Credit for new customers and we would like to create Credit Note to allocate the transaction that repeats every month for fixed period of time.
Would it be possible, similar to "Create Repeating Invoices and Bills" to have an option of creating repeating CN's?
Thanks
Hristo

This is critical for making repeating invoices function properly. Currently, if there is an overpayment for a client of ours that is set up with repeating invoices, we have to go in and apply the overpayment immediately after the repeating invoice is sent and our repeating invoices are sent around midnight. If we don't do this, the client has submitted payments right away and then we still have the overpayment amount in their account. This feature could be a simple check box added to the set up process for a repeating invoice which allows you to check yes or no if you want any overpayments for this client to be automatically applied at the time that a repeating invoice is processed.

Would like if a credit note or overpayment could be automatically allocated to a repeating invoice.

Constantly having to hold over Repeating Invoices as Drafts instead of sending immediately for Stripe Payment as have to apply any applicable credits before sending - lose at least one day before getting paid.