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3 votes
Hi Paul, thanks for sharing this idea. We can understand how having the GoCardless mandate link available directly from the contact record could make setting up and following up on direct debit arrangements easier.
I've updated the status to Gaining Support so we can continue tracking community interest.
It would also be helpful to hear how you'd like this to work. Sharing your preferred workflow will help give the team a clearer picture of what would be most useful.
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Paul Berry
shared this idea
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921 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
An error occurred while saving the comment Paul Berry
commented
Unless the credit note functionality is sorted, the automatic payments doesn't work....
An error occurred while saving the comment Paul Berry
commented
Sukhinder is aware as I have been in contact with her and she put me in touch with Head of Product for payments. He was kind enough to do a Teams with me and talk through plans and credit notes is looking like first half of this year.
What doesn’t help is Kelly on here not knowing or deliberately giving our false info that it wouldn’t happen when she closed the idea and said it wasn’t planned.
An error occurred while saving the comment Paul Berry
commented
Kelly,
I can confirm the ability to pay credit notes will be done in 2026 despite you previously closing this idea down. You heard it here first!
An error occurred while saving the comment Paul Berry
commented
Alison,
You can click a few buttons and Xero will go off and pay your suppliers. There is a small charge but currently it doesn’t work properly because a) you can’t pay credit notes and b) when you use this feature, it doesn’t reconcile it so you have to go through and find the lump sum payment and allocate it manually.
It should have been designed like GoCardless and Stripe where it knows the payment amount and who it was to and auto reconciles it.
An error occurred while saving the comment Paul Berry
commented
The irony of it all is Xero launched their auto bill payments system last year to try and make things quicker and easier, but as you cannot include credit notes you have to allocate all the CN first before you can use this system. So basically it’s a complete waste of time and not thought through properly. Like a lot of their little ideas…..
An error occurred while saving the comment Paul Berry
commented
Thanks Anita,
That looks a really useful link!
An error occurred while saving the comment Paul Berry
commented
The other issue is now Xero have rolled out this ‘super duper’ batch payment feature where you can pay all suppliers in one go and their physical payments, it doesn’t work if the supplier has a credit note. You have to go through and allocate every credit note first.
But hey ho, what do we all know?! AI q&a is clearly more important and changing the invoicing system for something not fit for purpose.
Paul Berry
supported this idea
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Hi Anis,
In the Contact within Xero, the idea is you would maybe have a separate tab where you can see if the have a mandate setup or not, if not you can see the signup link and copy it or click a button to send this direct to the email address for the contact so they can sign up.
Currently you have to go to GoCardless and then into GoCardless for Xero to do this.