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Purchase orders, bills & inventory: Paying bills

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Batch payments - Ability to include credit notes

Allow the inclusion of Credit Notes in Batch Payments where the total to be paid to a supplier is still positive. This would allow a single batch for a Supplier to match their Statement, particularly where credit notes are not related to specific Bills.

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

Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.

As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.

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  • Charlotte MacPherson commented  ·   ·  Report

    This would be extremely helpful. Sometimes in batch paying bills to pay a credit card, there is a credit from a supplier for which there currently isnt a bill open, or that isnt included in that batch at least. Currently the credit note cannot be included as part of the batch without it first being applied to a bill. However if there arent any open bills in that batch for the same supplier, it means changing the name on the credit to a different name so it can be applied first and thus included in the batch. This is very frustrating and tedious, and simply inaccurate! Please allow this feature to work on bills - and also on AR invoices! When a customer sends payment for several invoices and a credit note as well, once again the credit note has to first be applied to an outstanding invoice before the payment can be entered.

  • Christine Ashton commented  ·   ·  Report

    Records become so inaccurate when you have to allocate credit notes to invoices/bills to which they do not relate. Not to mention the time wasted having to do this step before you can create the batch payment or reconcile a payment from the bank account.

  • Donna Henry commented  ·   ·  Report

    Being able to add sales refunds to a bank payments list.

    Is there a way in which sales refunds (for example, a customer overpays an invoice and therefore a refund is required for that customer) can be recorded but also added to the payments list so that when a payment batch is made it can be picked up as part of the batch payment?

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