Email to Credit Note
Draft Bills - Ability to create Credits from Draft Bill sent directly to Xero email
Suppliers email credits as well as Bills, why not have the ability to process a bill or credit through this area, a supplier is not going to invoice credits to one email address and invoices to another. Why can we not select if it is a bill or credit and process.
Purpose: to allow processing of credits through the Draft Bills seamless
cost effective: reduce the need for additional software such as dext or hubdoc, use xero.
Current process: open the Draft Credit, download the attachment, delete the draft bill, create a credit and attach the credit note emailed through in the first instance.
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Gerry O'Hara commented
need to have the option to change a Bill to Credit note
Kate Bevin commented
I really can't believe this is not already a feature! It would be super helpful if it was and would have saved me all the time trying to work out if it can be done!
Lisa Marmaras commented
New to Xero and was confused why I couldnt easily do this. Searched for help and came across this thread. Shocked that it isnt a standard capability of Xero. Not good enough.
ANDREW BROWN commented
Come on Xero guys - sit up and listen!
Ian Kirk commented
Crazy this doesn't exist yet and for such an unnecessarily complex task.
David Kim commented
Does Xero actually ever listen and implement a change? I don't think there has been a solution to a ticket I have submitted for an issue
Kristen Saunders commented
I note this has been sitting here for 5 years so i don't think anything will ever be done about it.
Xero has money for fancy tv ads but none for basic common sense product development.
Kristen Saunders commented
Its beyond ridiculous that this doesn't already exist.
I don' t want to use Hub Doc either. (Does Xero think palming off basic functionality to a 3rd party add on is how you solve functionality issues?)
Could you please fix this.
Dani Chandler commented
Can this be reviewed please? Really would be helpful and can't imagine it would take that much developing with the facility already existing for invoices? Thank you!
Dion Barker commented
We'd love the ability to change the document type at the Draft status!
Anja Carr commented
Even a COPY to credit would be great! Anything please.
Alison Langdon commented
It is a shame that Xero can't do what WorkflowMax has been doing for many years - ie if you put in a negative, the invoice automatically changes to a credit.
AND it does it in both receivables and payables (invoices and bills to pay for those of us who don't know this).
Amie Sauer commented
I was so disappointed to see the "new Bills experience" just released (May/June 2023) did not include this credit note option. The screen looks fresh, but no value adding change. :(
I find Xero usually sets the bar on ease of use, but on this front, it astounds me that competitors already have this function, this function has been frequently requested by Xero users, but Xero still does not consider it! Hubdoc is not a suitable workaround. On this front, I'm disappointed Xero. Please include this in upcoming updates.
Natacha Pennisi commented
Xero is supposed to be “accounting made east”, but simple things like this have been overlooked. Hopefully Xero will listen to what their customers want, and make the necessary updates to the program.
Matthew Thornton commented
Well I have tried putting our point of view across, will they listen?
Will they f…..
Nicole Neale commented
I really wish Xero would take our ideas seriously. This is something that would benefit everyone. However Xero have no current plans for it. Possibly because they are too busy making things look pretty rather than actually being functional.
Kate Underhill commented
I have a client who sends all his supplier invoices to Xero using Email to Bills, many of these are credit notes. The credit notes sit as negative Bills in Draft. I have to open each one individually, remove the attachment to Files, create it as a credit note and attach the pdf from Files, then delete the negative Bill. It defeats the whole purpose of using Email to Bills. All we need is a button at the top of the Bill so that we can click to change it from a negative Bill to a Credit Note please.
Laura Frampton commented
Just needs all options in one place and it’s such a great ability having this email to bills feature especially with adding expenses to projects - the inability to do the same with credit notes has now knocked this feature back - especially when for example we may have one credit note come to us in the middle of 25 invoices which we would then have to manually find prior to uploading the other 24 documents. Just a simple conversation or edit to credit would solve this.
Theresa Moore commented
It seems silly not to be able to email a credit from a supplier to Xero and add it as a credit when we can email bills from suppliers and add them as bills. This would be a good feature for those clients who email all their supplier bills straight to Xero.
I also find Hubdoc clunky so reluctant to use.
Kris Armstrong commented
Hi Xero team,
Hubdoc is not always the best option for 'normal' day-to-day credit notes. I personally have found Hubdoc clunky and unreliable when uploading documents or pictures so struggle to trust this program.
A 'simple' conversion to a credit note would take care of a lot of these issues.
It would be great if we could forward a credit note via email to bills, then click convert to a credit note.
Alternatively, could you provide a second email address purely for credit notes??