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867 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
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Kevin Storm
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449 votes
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…
Kevin Storm
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395 votesKevin Storm
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72 votes
An error occurred while saving the comment Kevin Storm
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We're a "self-billing" organisation and therefore need to attach copies of the invoices we create to our remittance advices. Therefore, this functionality is critical to us.
Kevin Storm
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73 votesKevin Storm
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5 votesKevin Storm
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43 votesKevin Storm
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9 votesKevin Storm
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3 votesKevin Storm
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3 votesKevin Storm
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34 votesKevin Storm
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We don't want to allocate credit notes to bills, but the ability for the credit notes to show up when we're paying bills. Our credits generally don't relate to any of the invoices - we need to "pay" them separately and show them separately on our remittance advices.