Enter your idea

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.

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

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!

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.

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

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

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

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

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.

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

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!

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.

Come on Xero guys - sit up and listen!

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

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

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.

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.

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!

We'd love the ability to change the document type at the Draft status!

Even a COPY to credit would be great! Anything please.