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. 🙂
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Anita Pelacchi commented
Agree, this should be a basic functionality of platform like this. Would vote this to be a development.
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PATRICK BAGULEY commented
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.
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Maria Kallio commented
A drop-down menu to change from Bill to credit note would be such an amazing and streamlined option.
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Scott Prideaux commented
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.
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Barbara Malicki commented
This feature is logical. I would have thought it was a no brainer to have it included because most bookkeepers would consider it essential
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Alissa Collingwood commented
Agree that not being able to process a credit note is time consuming and seems very backward. It'd be good to have an option in the bills area to convert to credit note.
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Siobhan Martin commented
We have started using Xero's auto bill which is great. However, when there is a credit note you cannot create this from within the drafts. Instead we are having to download the credit note, create a new bill credit note and attached the download.
We have had to stop using Hubdoc as we kept finding errors where it was automatically posting things. However, we now find adding credit notes extremely time consuming and frustrating.
I can't imagine it is a huge addition to make so I would really urge Xero to take a look at this as a priority if you want people to be using everything in house in Xero and not looking at other softwares.
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Yvette Woodall commented
Please allow us to use Xero links sent from Suppliers to "Log in to save invoice as a credit note" just like we can bills, I am sure we used to be able to.
Sometime credit notes are completely different to the invoice you are applying it against and why type all the information when it could be saved exactly like bills can with Xero links. -
Nicola Crowther commented
When you email a credit note direct to Xero it doesn't pick up that that is what it is, creates a normal bill
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Janne Nash commented
I have real issues with the accessibility of Xero's credit note procedures.
The roundabout way of even accessing a credit note is very backward, when I receive an invoice by email I just send it to Xero which goes into a list of draft bills, but credit notes need to go to files ( which I forget about, because it's not an area I usually need to go) this process really needs some work Xero team!
But the main reason I am contacting you is, when I process a credit note and the original invoice is assigned to a customer, the balance doesn't change in that customers billable expenses?? so the customer ends up paying the full amount unless you are aware that there is a credit applied to the invoice. So much double handling!!
Sorry for the rant, but when we are paying for a premium subscription I expect a premium product! -
James Kyle commented
I get multiple credit notes and reimbursements a week. So just the ability to change a bill to a credit note. So, I don't have to download the doc, delete bill, create credit note and upload doc. Would save a lot of time, frustration and concern regarding accidently deleting the wrong bill.
I would migrate to a competitor based off of this function alone.
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Marion Burnett commented
Very frustrating that this cant be done - cant believe its a particularly complicated edit to sort this from behind the scenes either.
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Renee Ludlow commented
I can’t actually believe this isn’t an option. Xero is so far behind its competitors in basic things like this.
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Cindy Butler commented
Bill Options should have an option to convert to a Credit Note.
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Laura Davey commented
Really don't understand why this isn't a feature of Xero - its a basic function!
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Keith Betton commented
I agree, I really can't believe this is not already a feature! How difficult can it be for the system to work out that a bill with a negative value is actually a credit note, this seems like a very basic feature to be missing & relativley easy to implement the feature.
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Gerry O'Hara commented
need to have the option to change a Bill to Credit note
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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!
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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.
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ANDREW BROWN commented
Come on Xero guys - sit up and listen!