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436 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…
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Jason Graham
commented
Xero is really good is so many ways but REALLY bad at so many simple things that could be implemented which would say a lot of time!
On this point it takes me so long to enter a $2000 credit note where the average invoice amount is about $20, thats 100 entries I need to select one by one.
Same goes with entering a payment in to a supplier. I pay say 10k to one (no full amount for the month) and I need to go one by one to select each invoice until the 10k is reached.
Really disappointing.
Jason Graham
supported this idea
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You should be able to simply apply a credit note to the oldest outstanding amounts when making payments, rather than manually allocating them each time. The process should allow you to select the invoices you want to pay, and the system would automatically include the relevant credit notes, deducting them from the total. The applied credit notes would then also appear clearly on the remittance.