Enter your idea

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.

A drop-down menu to change from Bill to credit note would be such an amazing and streamlined option.

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.

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

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.

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.

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.