Contact Credit - Apply credit to Contact
It would be really helpful to be able to allocate a credit note against the supplier account rather than against individual purchase invoices. We receive supplier credit notes for discounts applied for purchases which don't relate to an invoice so the only way we can account it for them is to use any purchase invoice which then reduces the invoice amount. It can be confusing for the supplier when the invoice amounts do not match.
Jackie Cornell
shared this idea
Thanks so much for taking the time to share this — we can see why this would be really helpful.
Right now, supplier credit notes in Xero need to be allocated against individual bills, which can be awkward when the credit relates to things like discounts or rebates rather than a specific purchase invoice. We understand how that can create confusion, especially when invoice amounts no longer match what the supplier is expecting to see.
We’re moving this idea to Gaining Support so we can continue to track interest and better understand the impact for customers using this workflow.
If this workflow is causing issues for you, please keep adding examples and details — especially around how often it happens and any workarounds you’re currently using. That context is really valuable.
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Tarryn Hatherall
commented
THIS IS A MONTHLY ISSUE ACROSS MOST OF OUR SUPPLIERS. AS A TRUCK REPAIRER, WE OFTEN ORDER PARTS WE 'MIGHT NEED' TO ENSURE THEY ARE ONSITE FOR THE REPAIR AND SEND WHAT WASN'T REQUIRED BACK. ANYTHING SENT BACK IN THE LAST WEEK OF THE MONTH GETS CREDITED ON THE FOLLOWING MONTH AND ISN'T INCLUDED ON THE PREVIOUS STATEMENT, MEANING I HAVE NOTHING TO PUT THE CREDIT AGAINST. SO EVERY MONTH, FOR ALMOST EVRY SUPPLIER, I HAVE TO MANUALLY ALLOCATE CREDITS TO RANDOM INVOICES, WHICH MEANS THE REMITTANCE WE SEND CAN CAUSE CONFUSION. NOT TO MENTION THE ADDITIONAL TIME TO ALLOCATE TO RANDOM INVOICES RATHER THAN JUST DIRECT TO THE ACCOUNT.