Enter your idea

After watching the updates for the new improvements to Xero for May. It is disappointing that after years, this still isn't been done. I too have had clients move to MYOB for this simple function. That and the inventory. But at least the inventory is improving. Trying to do retail clients with a lot of inventory and credit notes is a nightmare weekly.

I think I would like to also extend on this: I have a client who is notoriously chaotic when it comes to substantiation, so we said to him: Just send everything into Xero.
Point 1) This discussion: Convert Bill (from Email) to Credit note is a MUST (I am sorry but I prefer MYOB here which allows for negative values in a bill)
Point 2) I would actually like bills to also be convertible to Invoices: i.e. my client receives a lot of RCTIs whcih he sends to Xero for me. But then I have to download it, delete the bill, and start the invoice from scratch.

And to Xero admins: Don't even bother telling me to use Hubdoc - I hate it. Looks awful, and sometimes less is more. My client is so busy, he'd be fuming if I told him to use yet another system.

I think just a more allround flexibility would be much needed.

You are correct Alison, they are to busy fixing things that aren't broken and then forcing the fixes onto people. There was nothing wrong with the old invoicing and the new one does nothing that the old one didn't.
The new invoicing looks like it was from 2 decades ago and still no email to credit note.
All in all, a total unnecessary waste of subscriber fees.
Remember people, Xero will do what it wants and to **** with the subscribers.

The answer is simple people - Xero doesn't have staff that are capable of understanding how frustrating it is that their system doesn't do simple things that it should, and even if they do understand everyone's frustrations, they don't have the desire to do anything to assist with sorting these issues out.

How does such a large organization like xero not get this simple thing right?

This would be really useful, or at least the option to copy with any attachment to a Bill Credit

this is a no brainer if I can import pdf invoices then, if they are negative (ie a credit) then they should be approvable what is frustrating is it lets you go all the way to the approve stage

Xero is so great it many ways I can't believe this hasn't been sorted yet!

Hi Kelly

Thanks for being so open.

I am just wondering it Xero is ever going to do anything that its' current customers ask for, which would make their lives easier, and the product sooooo much better, or if "Xero Product Ideas" is just a forum where people can ask for stuff and Xero gets to say "We are listening to you, we just don't care about you"?

I have been to several product demos (field-days etc) where the Xero staff don't actually know about any of the requests that have been asked for the past 10+ years, and are oblivious to the fact that the product does not do quite a few basic functions.

If you could get back to us, it would be great.

Would really like this to be a feature as you need to download the invoice to load it as all our invoices are automatically emailed to bills. Would save a lot of time.

Hubdoc works but its a work around surely it cant be that difficult to make the system import a credit not like a bill its the same principle except a minus amount.
We can import credits notes that have been posted from a 3rd party system we use and post bills and credit notes ok to xero so I dont see why Xero cant make it work posting from emails

The ability to switch a draft invoice to a draft credit note would save so much faffing about having to re-save the attachment, save the credit note to add manually and delete the draft invoice.

Have raised this today with Support and they have said this can't be done at present. I hope this will be resolved soon as I spend alot of time downloading credit notes then having to entering them manually attaching the cn download. This surely is a quick issue to resolve so I look forward to it being resolved

I believe that being able to do credit notes via the bill system is a critical item that needs to be addressed as soon as possible. Having to move it onto your computer and then having to redo as credit note wastes so much time. As mentioned below this needs to be streamlined to make things a lot more efficient.

Would it be possible to enable Xero to process supplier credit notes in the same way as supplier invoices, i.e. use the e-mail a PDF function bur select it as a 'bill credit note' and process it like you have sent Xero a pdf invoice.
This would save some time.

Agree, this should be a basic functionality of platform like this. Would vote this to be a development.

This is very frustrating to me that it still isn't resolved. It's a really important concept to me to be able to just convert a bill into a credit note when a negative bill comes in, such that Xero doesn't recognise it as a CR and puts it in as a Bill. Having to actually download the attached files, recreate a CR, re-upload the attached files and input all the information manually is absolutely attrocious.

A drop-down menu to change from Bill to credit note would be such an amazing and streamlined option.

An option to change an emailed credit note to a credit note rather then xero thinking its an invoice, by having it as a choice in a drop-down menu, is vital to streamlining the process.

Thank you.

This feature is logical. I would have thought it was a no brainer to have it included because most bookkeepers would consider it essential