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It is absolute BS that this idea keeps getting passed over for other items. For those who need to send remittances I have a work around (not ideal but it works). When I have all my creditors entered, both invoices and credits, I then run an Aged Payables Report, click into my supplier on the amount owing, and then export that to PDF, which I can then manually email (as I said, not ideal, but it works). Then I go back and allocate all my credits before making my payment.
Big faff around, but the best option I've found, with this when Xero keep deciding that this is not necessary. When all of us know how important it is!

being able to add credit notes to batch payments is ESSENTIAL for us, as we spend at least 15 times a month explaining to clients vendors the payments made and why they can't see the credits on the remittance. It is such a headache!!!!

I think this is crucial. It's a normal everyday accounting function - to be able to pay / include a credit note in a payment to a supplier (as long obviously as the total is a positive figure). When we do this, we have to allocate the credit to an invoice we are going to pay, then create a remittance, then advise the supplier that we've allocated the credit note against a particular invoice. It creates unnecessary work and the potential for mis allocation on the supplier side, which could in some cases, cause mayhem.

Xero are now targeting small business users, enticing them with being able to do their own bookkeeping/accounting and keeping track of their finances easily with Xero.

The fact that small businesses who are just starting out don't know what they really need in an accounting package is the only thing that is keeping Xero in the market.

It's infuriating that a basic accounts package function is not considered a priority but a screwed up "improved" invoice system is!
I see there is no further response from the same corporate template we are now more than used to seeing from Kelly on these ideas.
I am very understanding that you are not going to please everyone, but I also believe that to market as an accounts package it should probably have the basics nailed.

Every time someone posts a message of support for this idea, it makes me even more angry that it hasn't been actioned yet by Xero. It must have been years ago that I first mentioned this.
This has become even more frustrating for me now, as I am now having to send remittance advices to my client's suppliers, which of course are useless, because the credit notes will have all been matched off against various invoices, which will not be obvious from the remittance advice! I don't know how they are supposed to understand them.

Can I also mention again the fact that duplicate credit notes are not flagged, whilst duplicate invoices are??

I can see that there is considerable support for this proposal and any good accounting system should be able to provide the functionality. I would be grateful if the development team could stop looking for excuses and make the request a reality. This is sensible and of value to many customers.

only just found out its not possible to include a credit in a batch payment, i was amazed this isnt possible, even worse its not on the radar to be done!!

I see Xero have brought out Hacks, has anyone come up with a hack for paying credit notes each month instead of having to match each. single. one to a blummin invoice?! It's so time consuming!

allow more than 200 invoices in a batch payment

This is important for businesses now that payments are all done online or through the bank. This request has been ongoing since 2023 based on the comments and needs to be considered ASAP.

This is important for businesses now that payments are all done online or through the bank.

This would be a significant help and improvement for Xero to include.

I cannot believe that this basic function is missing, what a time wasting exercise allocating credit notes is!

This was a massive issue for a client we were trying to move across from Sage as in Sage, he could select credits along with invoices when making batch payments whereas this is very tedious in Xero and a barrier to the larger businesses. With all the work being done on improving bulk payments and the focus on encouraging faster payments to improve cashflow across SMEs, surely this should be a priority?

I very much welcome that this is being looked at as part of the bank rec matching as again this is very tedious when a payment can't immediately be matched due to credit notes being involved. However, it will then be even more frustrating if the credit notes can't be picked up as part of a bulk payment!!

Kelly - this is the 3rd highest voted request from users. Bills has so many issues such as this that it needs a overall with how it works - eg change negative bills to credit notes from an email. I am looking at other options which I thought I would never say. I was there at the beginning with Rod Drury and working at Rightway so seeing this development not happening is so disappointing

Xero no longer seem to really care about what their users are telling them. The new invoicing is still not user friendly and they haven't done anything about minimising the size of it on the screen. After 7 years of supposedly developing this it should be similar to classic but with improvements like being able to add interest to overdue, credit notes etc etc. All these have been asked for over the years so why haven't they worked on bringing all that in with this so called improved version that they're going to force us to use at the end of February.

Kelly, that's a rubbish response. I suggest Xero start listening and acting on customer requests, otherwise you might find them moving to alternative providers of which there are many. Just a thought!

Being able to include credit notes in a batch payment is crucial for me. My team is having to explain to vendors multiple times a week about the credit notes.. Having it included would completely clear up this time swallowing issue.

love Xero but please, we do need simple ability to include credit notes in batch payments, not against individual invoice. The programming is there for bills to pay, it's just a negative bill, why is it so hard?