Settings and activity
5 results found
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16 votes
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12 votes
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Andrei Gromek
commented
I've just subscribed to the new add-on Batchly. It does exactly this - you select to apply AP credits to bills, then you can email a remittance with the application details to the supplier. Great time saver!
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213 votes
An error occurred while saving the comment Andrei Gromek
commented
I recently subscribed to Batchly. The $25 per month is completely worth it - our team were forever on the phone with suppliers regarding which credits had been allocated to which bills. Solved, with all the time back
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904 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
An error occurred while saving the comment Andrei Gromek
commented
I've recently subscribed to the add-on "Batchly". It does exactly this - in a batch payment run you can nominate to include credit notes in the payment batch (or not). If you choose to include credit notes, the process auto-applies them to bills and includes the transaction specifics on the remittance so the supplier is aware.
What's especially good is that if available credits offset the payable total of your bills, Batchly processes a net $0 transaction seamlessly. For the $25/month this is a steal as we'd spend way more equivalent time allocating credits.
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471 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 Andrei Gromek
commented
I've recently setup Batchly. It's excellent. You can choose to apply nominated or all credits for a particular supplier, and it even works for multi-currency setups. eg. Xero organisations is base AUD. We pay a couple of suppliers in USD. Batchly fully caters for this. Such a time saver
I've just recently started using Batchly and can confirm this works well - you can setup a future-dated payment batch, but send a remittance 'today' for that future payment, letting the supplier know what you're paying and when.