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By Allocat
4.5 out of 5 stars
Match credit notes, prepayments and overpayments with invoices. Handle credits efficiently.
out of 5
Reviewed by
Xero users
Listed for
3 years
August 2020
Key functions
Invoicing and jobs
Bills and expenses


Allocating credits to invoices can be very time consuming. Add multiple invoices, credits and suppliers to the mix, and it can quickly become complex.

It should be simple - we all want to just pay or receive the correct amount. Allocat automatically matches credit notes to invoices within Xero.

Treat customers and suppliers like 'accounts', looking at overall balances rather than individual transactions.

Allocat + Xero

Allocat matches credits first based on amounts, and then in date order (oldest to newest).

Assign credits to multiple invoices with a single click or fully-automate and never manually allocate again.

Reviews & ratings

4.5 out of 5 stars
8 Reviews

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Most recent reviews

Richard Landsberg
Posted 9 Jul 2021
5 out of 5 stars

Saved me hours!

I had hundreds of unallocated sales invoices, POA and credit notes on a customer account and Allocat enabled me to automate the whole process of allocating these items against each other. As this functionality is not in the core Xero product, this saved me so much time!
Myles Kesten
Posted 12 May 2021
5 out of 5 stars

Allocat is a lifesaver!!!

The minute I learned of Allocat I had to try it out. Allocating individual credit notes against invoices has been a huge time waster. Allocat came up with an elegant solution. And when I had a question, mgmt answered it quickly. In addition to helping me today save 50-60 hours of expensive bookkeeping time a year, I have every confidence that the company will continue to develop the product and help make Xero even more useful. I consider them a partner for life.
Leo Zade
Posted 17 Feb 2021
5 out of 5 stars

The Cream of Credit Allocation in Xero

Following the huge failing ix Xero's capability to allocate credit notes at the point of payment in the bank allocation, the Developer at Allocat has designed an almost flawless plugin. This software allows you to bulk allocate credit notes against purchase invoices in a jiffy. I would like to thank Allocat for filing this black hole in Xero.

Additional info

Shared data

Overpaymentsshared from Xero to Allocat
Prepaymentsshared from Xero to Allocat
Linked Transactionsshared from Allocat to Xero
Invoicesshared from Xero to Allocat
Credit Notesshared from Xero to Allocat
Contactsshared from Xero to Allocat


Invoicing and jobsBills and expenses



App details

By Allocat
Added in 2020


Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States




Setup walkthroughContact





Get started with Allocat

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