Guides

Step-by-step guides for applying credit notes to invoices and bills in Xero: how to do each job by hand, where the manual way goes wrong, and where Creditloom does it for the whole pile. Last checked 25 Oct 2026.

• How to bulk allocate credit notes in Xero (sales and supplier)
  The manual steps, where they go wrong, what Xero says about bulk allocation, and matching a whole pile with a preview.
• How to apply one credit note to multiple invoices in Xero (with the arithmetic)
  Splitting one credit across several invoices: the arithmetic, the manual steps, and a preview that does the split.
• How to allocate supplier credit notes to bills in Xero (matched per supplier)
  Supplier credits against bills: what to check against the statement, the manual steps, and matching by reference.