Web app · for Xero users
Creditloom
Apply open credit notes to unpaid Xero invoices in one batch, after you check the proposal.
from $29 a month
or a $39 pass for 7 days, or $290 a year
Free plan per organisation.
Full refund within 7 days if no allocation was applied. Checkout by Paddle.
- Sold on its own website
Live
Live on its own website
Creditloom is available on its own website. Connect an organisation for the free scan and preview; paid plans are available there.
Sold on its own sitecreditloom.atesensoftware.com
What it does
Creditloom helps bookkeepers allocate open customer credit notes across outstanding invoices in Xero. Matches stay within the same contact and currency. Review the allocation plan and its CSV before typing the confirmation; the job records its outcome and supports undo for eligible allocations.
Capabilities
Match open credits
Plan allocations within the same contact and currency, using the available allocation strategies.
Review before writing
Scan the open credit notes, preview the proposed allocations and download the CSV before confirming.
Recorded outcomes
Review the job report and undo eligible allocations for 30 days.
Pricing
Annual
$290 per year, paid upfront
- Unlimited allocations
- Renews yearly until cancelled
Questions
Who builds and supports Creditloom?
Creditloom is built and supported by Atesen Software. Product help, pricing and policies are on its own website; support is available at support@atesensoftware.com.
How do I get help with Creditloom?
Contact support@atesensoftware.com for help with Creditloom; its support page explains what to include.
Is Creditloom independent?
Creditloom is not affiliated with, endorsed by, or certified by Xero.
What we do not claim
- Creditloom does not move cash or make a bank payment.
- Allocations never cross contacts or currencies. A preview is not a completed allocation.
- Creditloom is not affiliated with, endorsed by, or certified by Xero.
More about Creditloom
Creditloom is built and supported by Atesen Software. Product help, pricing and policies are on its own website; support is available at support@atesensoftware.com.