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  1. 180 votes

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    Gayle Mombourquette supported this idea  · 
  2. 826 votes

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    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

    Gayle Mombourquette supported this idea  · 
  3. 712 votes

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    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

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    Gayle Mombourquette commented  · 

    Could you please allow credit notes to apply to the payment instead of to an invoice (payable). Also if the credit notes are listed on the batch payment print out it would be easier to match invoices paid, credits claimed for the file clerk - ie each invoice/credit note would be listed on the pay stub

    Gayle Mombourquette supported this idea  ·