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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.

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Paula Leggatt shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.

We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.

As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.

If there are any changes put in place for this, we'll let you know.

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  • Barbara Malicki commented  ·   ·  Report

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

  • Alissa Collingwood commented  ·   ·  Report

    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.

  • Siobhan Martin commented  ·   ·  Report

    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.

  • Yvette Woodall commented  ·   ·  Report

    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  ·   ·  Report

    When you email a credit note direct to Xero it doesn't pick up that that is what it is, creates a normal bill

  • Janne Nash commented  ·   ·  Report

    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  ·   ·  Report

    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.

  • Marion Burnett commented  ·   ·  Report

    Very frustrating that this cant be done - cant believe its a particularly complicated edit to sort this from behind the scenes either.

  • Renee Ludlow commented  ·   ·  Report

    I can’t actually believe this isn’t an option. Xero is so far behind its competitors in basic things like this.

  • Cindy Butler commented  ·   ·  Report

    Bill Options should have an option to convert to a Credit Note.

  • Laura Davey commented  ·   ·  Report

    Really don't understand why this isn't a feature of Xero - its a basic function!

  • Nerijus Urbietis commented  ·   ·  Report

    Credit Note - Email credit note over API same like you can email an invoice

  • Keith Betton commented  ·   ·  Report

    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.

  • Gerry O'Hara commented  ·   ·  Report

    need to have the option to change a Bill to Credit note

  • Kate Bevin commented  ·   ·  Report

    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  ·   ·  Report

    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.

  • Ian Kirk commented  ·   ·  Report

    Crazy this doesn't exist yet and for such an unnecessarily complex task.

  • David Kim commented  ·   ·  Report

    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  ·   ·  Report

    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.

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