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  1. Credit notes- bulk allocation

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    201 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

    Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

    Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

    We…

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    Graham Evans commented  · 

    Hi
    I'm the guy who opted to use the Bulkops solution.
    I'd have to say it was extremely easy to use and saved hours of what would have been mind-numbing one by one allocation of overpayments/prepayments/credit notes to invoices.
    I thoroughly recommend Bulkops.
    If one man can write a fix, why Xero can't is beyond me.
    OK, there is a cost, but for a large practice it's well worth a look as it links to all your clients as required.
    Use Bulkops, you won't regret it

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    Graham Evans commented  · 

    Thats all very well if the invoices are already loaded, but not if the overpayment comes into Xero before the invoice is created, as is the case in several of my clients. Overpayments arent given the option of being credited as credit notes are. That should not perhaps be so hard. I certainly would appreciate you looking at the solution a bit sooner than you have been looking to do so.

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    Graham Evans commented  · 

    It is crazy that we cant tick the invoices we want to allocate and allocate to the outstanding invoices, also by ticking rather than allocating specific amounts, as currently required. A bulk action would save hours of work across many organisations.

    Graham Evans supported this idea  ·