BulkOps for Xero · credit notes · payment runs · attachments · tracking categories
BulkOps: bulk credit note allocation made for Xero.
BulkOps matches hundreds of unallocated Xero credit notes and overpayments to open invoices in one run. Pay suppliers with credit notes included. Export every attachment. Archive tracking categories in bulk. Preview everything first, undo with one click, keep a full audit trail.
Unlimited free previews · first 25 items on us · no card required
One subscription, four bulk operations — every one of them preview-first:
Credit note allocation
hundreds matched in one run| ✓ | City Limousines | CN-0031 → INV-0006 | 250.00 |
| ✓ | DIISR — Small Business | CN-0032 → INV-0016 | 135.32 |
| ✓ | Marine Systems | CN-0035 → INV-0024 | 610.50 |
Payment run with credits
NEWcredits netted off, then one batch payment| Supplier | Due | Credit | To pay |
|---|---|---|---|
| PowerDirect | 480.00 | −132.40 | 347.60 |
| Office Supplies Co | 219.75 | — | 219.75 |
| Sunshine Freight | 88.20 | −88.20 | 0.00 |
Attachment export
NEWevery attached file, one ZIP- 📎INV-1042receipt-0394.pdf1.2 MB
- 📎BILL-3310fuel-docket.jpg640 KB
- 📎CN-0021credit-adjustment.pdf88 KB
Tracking archive
old options archived in bulk1,400+
allocations in a single customer job
1 click
to undo an entire job
100%
of writes audited, CSV export
See it. Approve it. Reverse it anytime.
Every BulkOps job follows the same contract: preview first, write only what you approved, keep proof of everything, and stay reversible.
Preview before anything runs
Every operation is a dry-run first. BulkOps matches credit notes to open invoices — same contact, exact amounts first, then oldest — and shows you every line. Untick anything. Nothing touches Xero until you queue it.
True undo
One click reverses a finished job in Xero. Not “contact support”. A real undo.
↩ undone by job #13
Audit trail
Before/after state and Xero IDs for every write, exportable as CSV.
09:14:02,allocate,CN-0031 → INV-0006,250.00
09:14:03,allocate,CN-0032 → INV-0016,135.32
Built for real volume
A thousand allocations run as a queued job, paced safely under Xero’s API rate limits. Big jobs pause and resume themselves, survive restarts, show live progress, and report per-item success or failure. Cancel mid-run any time.
Payment runs that include credit notes NEW
Applying credit notes inside a payment run is one of the most-requested ideas on Xero’s product board. BulkOps does it today: outstanding supplier credits are applied to bills first, then one batch payment covers the remainder — so each supplier’s payment matches their statement. Undoable until the batch is reconciled.
Bulk attachment export NEW
Every file attached to your invoices, bills and credit notes, collected server-side and handed to you as one ZIP — for audits, handovers and backups. Read-only: nothing in Xero changes. Files stay downloadable for 7 days.
Pricing
Start free, upgrade when it’s earning its keep. Cancel anytime.
Free
$0 to try
- ✓ Unlimited previews, forever
- ✓ First 25 executed items free
- ✓ 1 organisation
- ✓ All four features included
- ✓ No card required
Starter
$19/month
- ✓ Credit note & overpayment allocation
- ✓ Bulk attachment export
- ✓ 300 executed items / month
- ✓ 1 organisation
- ✓ Preview, undo & audit CSV
- ✓ Email support
Pro
$39/month
- ✓ Everything in Starter
- ✓ Unlimited executed items
- ✓ Up to 5 organisations
- ✓ Payment runs with credit notes
- ✓ Tracking category / option bulk archive
- ✓ Priority support
More than 5 organisations?
Accountants and multi-entity groups — email us and we'll set up a custom plan that fits, usually the same day.
Subscriptions and billing handled securely by Paddle.
Questions
Is this safe to run on my organisation?
BulkOps connects via Xero’s official OAuth flow — it never sees your password. Nothing is written without a preview you approve, every write is audited, and allocation, archive and payment-run jobs are fully reversible. Attachment export is read-only — it changes nothing in Xero.
What exactly can it do today?
Four things, properly: bulk-allocate unallocated credit notes and overpayments to open invoices; run supplier payment runs that apply credit notes first and batch-pay the rest; bulk-export every attachment on your invoices, bills and credit notes; and bulk-archive tracking categories or options. Everything with preview and audit export, and every write with undo.
How does the payment run work — does BulkOps move my money?
No. BulkOps applies your outstanding supplier credit notes to bills, then creates a normal Xero batch payment for the remainder — the same object Xero’s own “pay multiple bills” creates. Money only moves when you send the batch to your bank as usual. The whole run is undoable until the batch is reconciled.
How does it handle large volumes?
Jobs run as a queue on our side, paced under Xero’s API rate limits. Big jobs pause themselves and resume automatically, show live progress, and report per-item results — the largest customer run so far is 1,400+ allocations in a single job.
Can I try it before paying?
Yes — previews are free forever, and your first 25 executed items are free. You only pay when it’s actually saving you hours.
I manage more than 5 organisations — can I still use BulkOps?
Yes. Pro covers up to 5 organisations; beyond that we set up a custom plan sized to your practice. Send us an email with how many organisations you manage and we'll sort it out — usually the same day.
Clear your unallocated credits this afternoon.
Get started freeUnlimited previews · first 25 items free · no card required