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Credit notes- bulk allocation

Option to apply invoice or bill credits in bulk to invoices
Purpose: To save time from manually allocating invoices one by one.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

We value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.

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  • Julie Sutton commented  ·   ·  Report

    Xero communication is non-existent on this and many other issues. One of the worst companies Ive ever had the misfortune to deal with from this aspect. They just do not seem to understand basic everyday bookkeeping tasks that their clients need to deal. This along with alot of other missing basic functionality and errors they don't even see as being errors (future dated payments in the cash flow forecast for example) is why we are currently investigating other software to move away from Xero

  • Jason Cordina commented  ·   ·  Report

    Julie, it's a shame that a basic time saving function like this can't be addressed...the least Xero could do would be to explain why not?

  • Julie Sutton commented  ·   ·  Report

    Jason - no nothing is happening - and nothing has ever happened on this subject and the "idea" has been around for years - yet another missing basic functionality in Xero

  • Natalie Nielsen commented  ·   ·  Report

    Please can we just click the boxes on multiple credits and apply to one invoice
    Opening each credit to apply to an invoice is so very time consuming

  • Evelyn Thornton commented  ·   ·  Report

    I feel like I am wasting a lot of time having to copy & paste something that should at the very least have a shortcut key to autofill. RSI here I come from all the double clicking to copy & paste!

  • Lee Mathers commented  ·   ·  Report

    We issues hundreds (sometimes thousands) of invoices each month and issue hundreds of credits. The ability to bulk allocate credits against a customer's account would dramatically speed up processing.

  • Lexi Chassiotis commented  ·   ·  Report

    Another month of going through supplier by supplier, allocating one credit note at a time to each supplier, to then be able to go and pay their monthly bill. This is sooooooo frustrating and slow!! Xero support, we really need you to look at this, it's a simple coding change!! So many other programs have done this for years, it's such a very backwards step to not be able to just click on every invoice and credit note and make one payment including all of them. Like others have said, most credit notes actually pertain to already paid invoices, so allocating them to now owing invoices makes no actual sense on any planet.

  • Carolynn Rooney commented  ·   ·  Report

    This is critical to our business as we have a very large volume of invoices and credit notes...is there a timeline for when this might be possible please?

  • Carter Smith commented  ·   ·  Report

    It is very time-consuming having to click into each credit and apply to a bill. A solution is desperately needed for this.

  • Richard Gallant commented  ·   ·  Report

    Has anyone found a solution to this issue? It's hard to believe that Sage can do this and Xero cannot.

  • Ashley Brimble commented  ·   ·  Report

    It would be great if Xero allowed you to batch allocate credit notes to invoices instead of having to allocate one credit note at a time.

  • Georgina Gregory commented  ·   ·  Report

    This would be a hugely useful feature - it is SO time consuming allocating credit notes individually! Hopefully Xero developers will realise this is a simple but important feature and introduce it asap!

  • Lynda South commented  ·   ·  Report

    This is critical in my view, and should be priority from all the comments!!!!! For such a "sophisticated" program , this is a huge disappointment and makes my job extremely time consuming.

  • Donna Campbell commented  ·   ·  Report

    Very time consuming allocating numerous credit notes to suppliers. This would be an amazing feature.

  • Manjunath GS commented  ·   ·  Report

    its needfull urgent basis ( Its a suggestion to Xero team we need Tick option and select All option when we clearing the supplier invoices under allocate credit please do the needful in application it will be very helpfull for us to clear many invoices in one shot .this will save lot of time for us some supplier having 100's of invoices in month )

  • Manjunath GS commented  ·   ·  Report

    Its a suggestion to Xero team we need Tick option and select All option when we clearing the supplier invoices under allocate credit please do the needful in application it will be very helpfull for us to clear many invoices in one shot .this will save lot of time for us some supplier having 100's of invoices in month

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