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  1. Invoice - Bulk allocation of credit notes

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    submitted  ·  125 comments  ·  For small businesses » Business features  ·  Admin →
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    Claire Peniket commented  · 

    Any comment from Xero HQ? This feature shouldn't be a big ask it is standard in all the other packages I use and have used...

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    Claire Peniket commented  · 

    From Stuart below - Absolutely it is madness! "I would like to see an 'allocate in full' button when allocating credit notes against invoices in the credit allocation screen. At the moment, there is only an 'Amount to credit' box which has to be manually input. From a personal POV, this can be time consuming because I sometimes have to allocate a single credit note against multiple invoices. The current situation is also 'unfriendly' because the balance left to credit is often at the foot of a very long list of invoices and so I have to keep scrolling to the bottom of the screen to see what's left to allocate."

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    Claire Peniket commented  · 

    I have clients particularly in the automotive industry who receive a large volume of invoices and credit notes each month from multiple suppliers. It is hugely time-consuming to have to go in and allocate each credit note manually in order to be able to match the payment from the bank to the invoices on the account.