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Allocat

Match credit notes, prepayments and overpayments with invoices. Handle credits efficiently.

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.

Allocat Lockup White
Get this app
Made by Allocat
Added in 2020

Shared data

Xero
Allocat
Contacts
Credit Notes
Invoices
Linked Transactions
Overpayments
Prepayments

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

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