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1. Batch payments - Ability to include credit notes

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   137 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

   We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

   Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

   We want to be transparent that we don't have any plans to change the credit application process right now.

   We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this thread if our focus changes in the future.

   Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

   We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

   Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

   We want to be transparent that we don't have any plans to change the credit application process right now.

   We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this… more

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   Sandi Bluck commented  ·  25 July, 2024  ·  Edit…  ·  delete…

   Fully support this idea!

   In my business I often receive a credit note well after I have paid the invoice it relates to. I then have to apply the credit to a current invoice, which reduces its amount to be paid, and does not therefore match the supplier's statement details. Wonky accounting!

   It should stay as a negative on the supplier account and be selected in the Batch Payment stage.

   Would be great to see this developed. Many thanks.

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