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469 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…
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12 votes
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Zoe Mendoza
commented
Agree - emailing the PDF is only part of the issue. The harder part is showing the supplier what was paid, what credits were used, and the net result clearly.
We handle this in Batchly - happy to show you how it works if helpful.
@Alison
That’s a solid workaround, especially using the supplier statement to check everything lines up.
We ran into the same issue though - it helps with reconciliation, but doesn’t really answer what you’re actually paying.
Once you’ve got a lot of bills and credits for the same supplier, having to apply credits first and then figure out what’s left to pay gets messy pretty quickly.
We ended up giving Batchly a go after seeing it mentioned, and it’s been a lot easier having credits applied during the payment run instead.
You can see exactly what you’re paying per supplier, and the remittance shows which credits were used against which bills.
This should solve most ppls issues that have posted in this thread.