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1. Credit notes- bulk allocation

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   193 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.

   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… more

   Kristin van Eeden supported this idea  ·  06 May, 2026

2. Credit allocation on bills and invoices

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   1 comment  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

   Kristin van Eeden shared this idea  ·  06 May, 2026

3. Customer Statements - Ageing (30, 60, 90days)

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   166 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate the one element missing is the ability to send from in Xero, but to be open and upfront we don't have direct plans for making this change within customer statements in the foreseeable future. Thanks

   Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

   There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

   Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

   • Once you've got it set up, save as Custom so you can easily access this format anytime
   • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
   • Export the report to PDF, where you can send to customers from your email system outside of Xero

   We appreciate… more

   Kristin van Eeden supported this idea  ·  20 November, 2024