Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Invoices - Bulk upload payments on invoices

    23 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Merly Prashanth Vincent Visvasam commented  · 

    Feature Request: Bulk Import for Customer Payments (Receipts)

    Summary: We require a native feature to bulk import customer payments (receipts) via CSV, which includes customer, invoice, and payment details, and allows for automatic allocation against existing sales invoices in Xero.

    The Problem

    Many small to medium businesses use industry-specific operational software (like eClinicalWorks, POS systems, or booking platforms) that handle all primary invoicing and receipt generation.

    While Xero currently supports the bulk import of Sales Invoices via CSV, there is no corresponding feature for Customer Payments (Receipts). This creates a mandatory step of manual double-entry:

    Sales Invoice Import: Export a CSV of new invoices from the operational system and import it into Xero (as "Draft" or "Awaiting Payment").

    Payment Re-Entry: Manually find the imported invoice and manually enter the payment details for each individual receipt, including customer, date, amount, and allocation details.

    For businesses with high transaction volumes (like clinics, labs, or retail), this manual payment entry is extremely time-consuming and introduces unnecessary human error.

    Proposed Solution

    Please add a feature, similar to the existing invoice import, to allow users to upload a dedicated Payments CSV template that supports the following essential fields:

    Proposed Solution

    Please add a feature, similar to the existing invoice import, to allow users to upload a dedicated Payments CSV template that supports the following essential fields:

    Field Name (Example)

    Requirement

    Purpose

    ContactName

    Mandatory

    Matches the existing Xero Contact.

    InvoiceNumber

    Mandatory

    Matches the existing Xero Invoice (for allocation).

    PaymentAmount

    Mandatory

    The amount received for the specific invoice line.

    PaymentDate

    Mandatory

    The date the payment was received.

    Bank/GLAccount

    Mandatory

    The account the payment was deposited into (e.g., Bank Account, Sales Clearing Account).

    Reference

    Optional

    Any unique payment reference from the source system (e.g., transaction ID).

    This bulk payment import would allow users to:

    Upload a single CSV containing all daily or weekly payments.

    Have Xero automatically match the PaymentAmount to the corresponding InvoiceNumber and allocate the payment, marking the Xero invoice as Paid.

    The payments would then be ready for simple reconciliation against the bank feed, saving hours of manual data entry.

    Adding this feature would significantly improve workflow efficiency and make Xero a much stronger solution for businesses relying on external platforms for sales and receipt generation.

    Merly Prashanth Vincent Visvasam supported this idea  ·