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1. Batch payments - Ability to include credit notes

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

   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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   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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2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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   236 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically), instead of requiring you to set this up separately first.

   Front footing here, we know this solution won’t yet cover all the scenarios customers have asked; for example, overpayments and prepayments, and including credit notes in bill payment batches are still out of scope for this phase - We’ll continue to monitor feedback to help inform where we take this next, so please do continue to share through Xero Product Ideas and the ideas I’ve linked above.

   As this becomes available in your business, you’ll see a message within Xero highlighting the new behaviour and where to find credit notes in bank rec.

   Once this is available to 100% of customers, we’ll come back to update everyone here and provide more detail to help with understanding exactly how it works, and making the best use of this feature.

   Thank you again for your patience, persistence, and for sharing real examples of how this impacts you, they’ve been critical in shaping what we’re delivering here.

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),… more

   Katie Jackman supported this idea  ·  22 May, 2025