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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >
Closed

Batch Payments: Allow Credit Notes to be selected and applied

Started by Bookiwi Transcription Services in Feature Requests | No plans

When I apply batch payments I am usually using credits for suppliers. I can not allocate these as I do a batch payment, this is a pain
Official Xero Reply
We appreciate there's still interest in applying credit notes when creating batches, however we want to be straight with you all that the position hasn't changed here.

As noted in our last Official reply - In the way in Xero's Credit notes were originally designed, they must be associated with a transaction. There's no way to allocate them at the point of creating a batch payment.

Making changes here involved more complexity than it may appear on the surface, and down the track perhaps we'll revise how these work. However, for now we've closed the idea here so anyone coming across the conversation can get a clear understanding that we don't have plans for this.
 

Kelly M (Community Manager)