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Credit Notes - Show the invoices/bills the credit is allocated to

Automate the showing of which invoice or bill a credit note has been applied to.

I work across about 20 businesses who use XERO. All waste time when the customer or supplier allocates credit to a different source document to my client. A way to avoid this is to automate the display of which Invoice or Bill a CN has been applied to, in the email templates and attached PDF's.

XERO potentially currently works on the idea that a CN is applied to the Bill or Invoice the credit was derived from - but in practice this doesn't always work, as the bill or invoice may have already been paid.

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Tony Pammer shared this idea  ·   ·  Report…  ·  Admin →
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  • A/R A/P commented  ·   ·  Report

    Xero already records the invoice numbers and amounts allocated from a credit note and displays them on screen.

    That same information should appear on the PDF sent to the customer.

    Instead, the PDF combines all allocations into one total, leaving the customer unable to identify which invoices were credited or by how much. We then have to manually retype information Xero already holds or prepare a separate explanation.

    This wastes time, creates unnecessary opportunities for errors, and generates avoidable reconciliation questions.

    A customer-facing credit note MUST clearly show where the credit was applied.

    This is BASIC accounting functionality.

  • Stephen Ansen commented  ·   ·  Report

    I do bulk credits to customers for a discount say 10% so do a single credit and allocate to invoice but then when I email the customer the credit note it does not show the allocated invoices so the customer has no idea what credit is for.
    Just show the allocations in the email.

  • Kellie Warren commented  ·   ·  Report

    It would be handy to have a feature where you can click on a credit note and not only see where it is allocated (this is already a feature) but you can generate a PDF directly from that screen to show the credit and each bill it is credited to. For example, we receive a large rebate from a supplier that is to be allocated to multiple bills - as the bills paid in full by the credit do not appear on remittance, it would be handy to generate a clean pdf from the selected credit screen to then download and forward to suppliers for correct allocation of payments on their end.

  • Chase Herbert commented  ·   ·  Report

    When I create and allocate a credit note, all is well.
    On the newly approved credit note, down in the lower right hand corner, I can see which invoices the credit note has been fully or partially allocated to.

    However, when I then go to email it to a customer (or print it), the invoices to which the credit note has been allocated do not show up. This leads to confusion for my customer as to how/where to allocate the credit note in their system, as it is far from obvious (especially so on a partial).

    Can you please change this behavior? So that the email/print form matches the webpage form, showing the invoice allocation.

    Thanks.