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1. Bulk paying sales invoices

   With the bulk reconciling process request in mind. We have a client with several years worth of sales invoices, which have never been marked as paid. What we want to do is add a bulk payment button and pay all the old invoices to a suspense account, which would be cleared with opening balances, thus tidying up their xero account, leaving only the invoices which are unpaid at the year end, which will then be cleared in the correct manner going forward/ in the current year. At present we would have to manually pay over 12000 sales invoices - a bit of a time consuming task, especially when it could be addressed by a bulk process. This is not a process that we come across every day, but to help sort a messy xero account , without deleting any relevant prior year information and for it only to be available to advisors, it would be a worthwhile exercise.

   With the bulk reconciling process request in mind. We have a client with several years worth of sales invoices, which have never been marked as paid. What we want to do is add a bulk payment button and pay all the old invoices to a suspense account, which would be cleared with opening balances, thus tidying up their xero account, leaving only the invoices which are unpaid at the year end, which will then be cleared in the correct manner going forward/ in the current year. At present we would have to manually pay over 12000 sales invoices - a… more

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   0 comments  ·  delete…  ·  Admin →
   Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

   Hey Denise, I am very happy to say there is currently a process to do just that in Xero! To do this please do the following:

   
   

   1. Go to Business → Invoices → Awaiting payment.
   2. Tick all the invoices in Awaiting Payment that are covered by this one payment.
   3. Click Batch deposit.
   4. In the Batch deposit screen:

   • Payment account: choose your Suspense/Clearing account.
   • Date: the date you want to show the bulk payment.
   • Reference/Description: e.g. [Customer name] bulk payment.
   • Click Save / Add payment.

   
   

   Please ensure that the Suspense account has the Enable Payments box ticked in the Chart of accounts. If you need help with this please reach out to our Support team.