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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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  • 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!

  • 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.

  • Kristen Saunders commented  ·   ·  Report

    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.

  • Dani Chandler commented  ·   ·  Report

    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!

  • Dion Barker commented  ·   ·  Report

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

  • Anja Carr commented  ·   ·  Report

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

  • Alison Langdon commented  ·   ·  Report

    It is a shame that Xero can't do what WorkflowMax has been doing for many years - ie if you put in a negative, the invoice automatically changes to a credit.

    AND it does it in both receivables and payables (invoices and bills to pay for those of us who don't know this).

  • Amie Sauer commented  ·   ·  Report

    I was so disappointed to see the "new Bills experience" just released (May/June 2023) did not include this credit note option. The screen looks fresh, but no value adding change. :(

    I find Xero usually sets the bar on ease of use, but on this front, it astounds me that competitors already have this function, this function has been frequently requested by Xero users, but Xero still does not consider it! Hubdoc is not a suitable workaround. On this front, I'm disappointed Xero. Please include this in upcoming updates.

  • Natacha Pennisi commented  ·   ·  Report

    Xero is supposed to be “accounting made east”, but simple things like this have been overlooked. Hopefully Xero will listen to what their customers want, and make the necessary updates to the program.

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