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I am beyond frustrated that no one from XERO has commented on this or any of the other suggestions that relate to the products poor handling of credit notes.
I am beginning to think that these pages are nothing more than a smoke screen to make it appear that XERO is listening to those paying the somewhat high fee's for the product!

I agreed, logically agreed!

its so time consuming to allocate multiple credits when they don't relate to an invoice especially in my industry where we have multiple credit notes per month and some from previous months , you should be able to pay them like the invoices in a batch payment and it shows on the remittance for the supplier.

Sharon - you can enter the date & bank account at the bottom of the screen then you can see it in the bank rec. be sure to select the correct bank

I totally agree, to have to create a bill from a credit note and pay the credit note off through a suspense account, create a bill to the same suspense account, just to refund the amount is a really painful process.

We have been asking for this for as long as I remember. Why is this not implemented already? To have to go to the account and allocate a credit against and unrelated invoice is unnecessary and time consuming. Why can we not just allocate the credit along with the invoices that are being paid at the point of posting the payment? All other software I have used has this feature seems like a not brainer to me.

There is another 'idea' that has more traction for this so please all go and vote here as well... https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960338-reconciliation-allow-credit-notes-to-show-and-be

I can't believe that a seemingly 'simple' process is not available within Xero!!

I agree - takes twice as long to do a pay run when I have to go apply the credits first. then vendors are unsure what I did so takes even longer. NEED this asap

This is a must! To have to go to the account and allocate a credit against and unrelated invoice is just silly. Why can we not just allocate the credit along with the invoices that are being paid at the point of posting the payment? Also why does the system keep asking if you want to allocate a credit against every invoice you put on to an account? This makes no sense, if we wanted to do that we would do it beforehand not at the invoice entry screen every single time!

Really helpful where overpayments are being refunded

This would make payments so much easier

Agree, I have to allocate multiple credits to bills most of which are completely unrelated. QuickBooks used to total the credit notes and deduct during the batch payment. Would also be ideal if we could email the supplier credits the same way we do with invoices and have it auto populate. It's a very manual process.

Yes Please, you have no idea how much hassle this causes having either to apply credits to Invoices or paying them off. We have suppliers who send us Hundreds of invoices and credit per month and it is the main problem we have with Xero. Please look at Sage and how its handled there. If you could pay Credits with invoices with having to apply them or play them it would save us Hours a week.

Please can you action this soon as possible - at the moment allocating credit notes is not clear on remittance and it should be there 100%

This is an important feature and a time saver.
Please make this a priority.

It's going to be very useful

We don't want to allocate credit notes to bills, but the ability for the credit notes to show up when we're paying bills. Our credits generally don't relate to any of the invoices - we need to "pay" them separately and show them separately on our remittance advices.

@Debbie - what we have done in this situation is apply the credit notes to some of the invoices being paid so they are accounted for. then when you select all the bills you are paying in that batch the total will match up to what you actually paid. It's a pain to do it that way (and we shouldn't have to) but it works until Xero can realize we need the ability to include credit notes in a batch.

Credit notes. 😖 Now, when I am paying a big statement, and it is full of credit notes for invoices from the previous month, the only way to accomodate is mark them as "paid" into the bank account, and include them in the payment that way. All well and good - but they don't show up on a remittance. so, the only remittance I have says we just paid £5901.24, when in reality we only actually paid £5000 because I had 6 credit notes taken off there. I have tried to copy the remittance into word so I can amend, but I can't do it. Any ideas?

This is a very important part of the process. Please include it.