Allocat Hero
Handle credits efficiently. A Xero add-on to instantly match credit notes, prepayments and overpayments with invoices.

About this App

Allocate credits

  • Credits matched 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.

Save time

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.

Setup is easy - and takes minutes

  1. Connect to Xero: Connect Allocat to Xero. The application works seamlessly alongside any other apps you may be using.

  2. Scan and review: Allocat will automatically suggest allocations first based on equal amounts, and then in date order (oldest to newest).

  3. Allocate: Quickly adjust the allocation if needed and accept with one click, or fully automate.

Cost (from)


Free Practice Subscription


30 Allocations, free for the first month

Partner Program

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms



Geographies Served

  • Australia

  • Canada

  • Hong Kong

  • Indonesia

  • Ireland

  • Malaysia

  • New Zealand

  • Philippines

  • Singapore

  • South Africa

  • United Kingdom

  • USA

  • Worldwide



App features per category

Visit Allocat

Some details on this page are subject to change. If you see something wrong please contact us here.

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