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1. Batch payments - Ability to include credit notes

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   182 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly M (Community Manager, Xero) responded

   Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

   This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

   We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

   At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions, and work specifically on credit note application within batch payments hasn’t been roadmapped.

   We’ll keep reviewing this opportunity through our regular product planning process, and we’ll share any updates here as soon as there’s more to report.

   Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

   This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

   We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

   At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,… more

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   Katie Jackman commented  ·  03 July, 2025  ·  Edit…  ·  delete…

   what's the best email to send to? I have clicked critical but they just don't seem to be bothered...

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   Katie Jackman supported this idea  ·  03 July, 2025
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   Katie Jackman commented  ·  13 June, 2025  ·  Edit…  ·  delete…

   I have just moved a very reluctant client over from Sage to XERO after singing its praises and this has caused them to threaten to leave us because they have 10-15 suppliers who send multiple invoices and credit notes weekly that they pay off by statement figure and it is taking them ages to match off because they can't batch pay credit notes! I have raised this issue multiple times over the last 4 years of working with XERO and nothing is ever done and always get the same "we're looking at it" yet they release so many useless updates :-(

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