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    Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

    Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

    Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

    We…

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    Joy Beggs commented  · 

    Agreed. There should also be a tick box next to the invoices so you can just select all the ones you want to match rather than having to type in the amount even if it's the full amount. They need to address this. There should also be an option to automatically allocate credit notes to oldest invoices so if you have a Group of Customers you generally do this with, you can do this for just those customers so it's an automatic process. I hope Xero addresses this asap!

    Joy Beggs supported this idea  ·