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1. Credit notes- bulk allocation

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   176 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  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 value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.

   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… more

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   Hennie de Vos commented  ·  09 January, 2026  ·  Edit…  ·  delete…

   Good day Xero Product Development Team,

   I trust that you are well, and I wish you all the best for 2026.

   At present, this remains a challenge and is impacting client adoption, as customers are reluctant to migrate from their existing systems where this functionality is currently available.

   Could you please advise whether there is a scheduled sprint or an estimated timeline for when this feature is planned to be implemented?

   The reason for my enquiry is to determine whether we should plan to develop this functionality within a third-party application should it not be on the near-term roadmap.

   I look forward to your guidance.

   Kind regards,
   Hendrik de Vos

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   Hennie de Vos commented  ·  08 December, 2025  ·  Edit…  ·  delete…

   Good day Xero Product Development Team,

   We are experiencing the same challenge with our client, who migrated from a server-based system that had this capability. We would greatly appreciate it if this feature could be expedited.

   Additionally, we require that this functionality be available through the API, not just via the CSV import function.

   Kind regards,

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   Hennie de Vos supported this idea  ·  08 December, 2025