1. Discover
  2. Bills and expenses
Match credit notes, prepayments and overpayments with invoices. Handle credits efficiently.
Overview

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.

Explore all features of Allocat

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
8 Reviews
5 star
(88%)
4 star
(0%)
3 star
(0%)
2 star
(0%)
1 star
(13%)
RL
Richard Landsberg
Posted

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!
MK
Myles Kesten
Posted

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.
LZ
Leo Zade
Posted

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

Xero
Allocat
Contacts
Credit Notes
Invoices
Linked Transactions
Overpayments
Prepayments

App details

Added in 2020

Countries

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

Languages

English

Support

Setup walkthroughIntegration walkthroughal@aloop.biz

Contact

+447747839501

Follow

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