Settings and activity
1 result found
-
435 votes
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…
An error occurred while saving the comment An error occurred while saving the comment 
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
·
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.