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834 votes
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…
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Andrew Nicholls
commented
@Andrew J, okay, now I'm super confused (I've just moved to xero and I'm trying to do my first batch of payments and my bookkeeper left town without showing me how)... if it *is* going to do it as a combined payment rather than paying each individual invoice, then it's absolutely insane it can't include credit notes. The only way I could make it make sense was that it was trying to pay each individual item.
An error occurred while saving the comment Andrew Nicholls
commented
Edit. Okay, misunderstood the way Xero works. Still crazy that we have to go in and apply each credit note to a rando invoice, rather than just including it in the batch payment.
Andrew Nicholls
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Idea's. 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.
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Andrew Nicholls
shared this idea
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Coming from a system where I could select all invoices and credit notes for all suppliers in one go and do a single batch payment, having to go in and apply every credit note ONE AT A TIME to a random unrelated invoice first (apart from the very few that do relate to a specific invoice), and do multiple batch payments because I can't select more than 200 items at once, feels like I've made a mistake.