Settings and activity
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5 votes
Hi team, as mentioned in my last update. In the way credit notes work in Xero today, generally this is a time saving mechanism, so you don't have to take extra steps to apply the credit to the invoice.
However we understand from the feedback here why this doesn't match your workflow. We are continuing to track the interest from community through this idea but don't have any plans for this at present.
Currently, from the Awaiting Payments list, if you don't need to open the invoice, you could use the 'New Credit Note' option.
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Maria Blackmore
supported this idea
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We often have credits on a different statement to the supplier invoice (bill). The invoice has already been paid so I have to apply the credit to a random invoice which is nonsensical and not helpful. When ticking off invoices from the statement it makes it difficult to check as the credit notes are deducted from the invoice total making much more work; as isn't visible from the outstanding bills screen so you have to enter every invoice to check the invoice total and the credit note total. Why can you not just apply an standalone credit note which is included as a separate entry? This would just be included at the end of month in the same way as suppliers list bills.
Also it would be really helpful to be able to input batch invoices for one supplier rather than selecting the same supplier every time.