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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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  • Phil Daley commented  ·   ·  Report

    I have just asked for this exact facility and got directed here.
    I dont want to get into hubdoc either
    My suppliers actually email me and I forward on the bills myself to Xero - so the simplest solution would be to have 2 email addresses I can use - one for bills the other for credit notes.

    For now I email credit notes to the other email address in Xero for uploading docs. I then manually create the credit note and attach the doc from the files section. Not the best solution but it works.

  • Naomi Gibbins commented  ·   ·  Report

    Simplest means of fixing this is simply to allow us to process negative bills (ie use the bills form that already exists.

  • Matthew Thornton commented  ·   ·  Report

    Hubdoc is too buggy and creates more work and causes more issues than the simple email to draft bill feature. My suppliers bother to create credit notes that are similar to their invoices why can't we have this email feature for credit notes? All it needs to do is recognise that it is a negative amount, which the system already does because it brackets the amount when you email them through and tells you that amounts can not be negative.
    What would be helpful would be if someone has a work around to get this draft credit/bill into the existing xero credit process.

  • Helen MacGregor commented  ·   ·  Report

    It would just save so much time when entering credit. I get a lot as we buy stock on sale or return.

  • Jackie Liebenberg commented  ·   ·  Report

    This would be a fantastic feature as bars are always receiving credit notes for keg refills!

  • AdminXero Team (Admin, Xero) commented  ·   ·  Report

    Ability to email to credit note feature in Xero.

    Purpose: It’ll save users time when they need to email credit notes directly within Xero.

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