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4 results found
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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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Michelle Gosling
commented
its so time consuming to allocate multiple credits when they don't relate to an invoice especially in my industry where we have multiple credit notes per month and some from previous months , you should be able to pay them like the invoices in a batch payment and it shows on the remittance for the supplier.
Michelle Gosling
supported this idea
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792 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Michelle Gosling
commented
This would be good as in statements at the end of the month there isn’t always an invoice to allocate the credit note to. It would be so much easier to be allowed to allocate a credit in the batch payment section as this would then match our supplier statements every month instead I have to create a batch click on the credit make sure I allocate it to an invoice in that month click the back button 3 times till it takes me back to the batch and continue until all credits are allocated . As we are all running busy lives why can’t Xero make this happen what’s the genuine reason ? We should be able to create a batch payment and pay it without making my day painful when you have 30 statements to do in a month it gets a bit tidious.
An error occurred while saving the comment Michelle Gosling
commented
This would be good as in some months statements there isn’t always an invoice to allocate the credit note to.
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116 votesMichelle Gosling
supported this idea
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154 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Michelle Gosling
supported this idea
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This would be amazing, saving time for the Xero user while also making the remittance advice clearer for the receiving supplier.