Troubleshooting
Credit Note Troubleshooting
Overview If a supplier credit note is not appearing or was not applied as expected, there are a few common things to check. Batchly can only apply supplier credit notes that are available in Xero, authorised, linked to the same supplier, and visible ...
Credit Note Rules
Overview Batchly can apply available supplier credit notes to selected bills in Xero during a payment run. There are some rules that determine when a credit note can be used. These rules help make sure credit note allocations are applied correctly ...
Troubleshooting Banking File Errors in Batchly
Overview Banking-file problems can occur while generating a file in Batchly or when uploading it to your bank. The correct next step depends on where the error occurred and whether any payments have already been accepted or processed. Use the exact ...