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By Allocat
4.56 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

4.6 out of 5 stars
9 Reviews

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Most recent reviews

Andy Mahony
Posted 25 Apr 2024
5 out of 5 stars


An unforeseen consequence of migrating from Sage to Xero left us with over 17,500 unallocated over-payments/credit notes/invoices. Which was, at best, a pain to work around. After losing the will to live trying to fix the issue within Xero I stumbled upon Allocat. Within a week (only due to the 3000 per day limit imposed by Xero) the whole mess was tidied up. Cannot recommend highly enough.
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.

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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