Enter your idea

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.

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).

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.

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.

Well I have tried putting our point of view across, will they listen?
Will they f…..

I really wish Xero would take our ideas seriously. This is something that would benefit everyone. However Xero have no current plans for it. Possibly because they are too busy making things look pretty rather than actually being functional.

I have a client who sends all his supplier invoices to Xero using Email to Bills, many of these are credit notes. The credit notes sit as negative Bills in Draft. I have to open each one individually, remove the attachment to Files, create it as a credit note and attach the pdf from Files, then delete the negative Bill. It defeats the whole purpose of using Email to Bills. All we need is a button at the top of the Bill so that we can click to change it from a negative Bill to a Credit Note please.

Just needs all options in one place and it’s such a great ability having this email to bills feature especially with adding expenses to projects - the inability to do the same with credit notes has now knocked this feature back - especially when for example we may have one credit note come to us in the middle of 25 invoices which we would then have to manually find prior to uploading the other 24 documents. Just a simple conversation or edit to credit would solve this.

It seems silly not to be able to email a credit from a supplier to Xero and add it as a credit when we can email bills from suppliers and add them as bills. This would be a good feature for those clients who email all their supplier bills straight to Xero.
I also find Hubdoc clunky so reluctant to use.

Hi Xero team,
Hubdoc is not always the best option for 'normal' day-to-day credit notes. I personally have found Hubdoc clunky and unreliable when uploading documents or pictures so struggle to trust this program.
A 'simple' conversion to a credit note would take care of a lot of these issues.
It would be great if we could forward a credit note via email to bills, then click convert to a credit note.
Alternatively, could you provide a second email address purely for credit notes??

Keep coming back to this to see if Xero comes to their senses and actually gives business owners something that they want and that will help their business on their daily requirements. Instead they ‘think’ they are being innovative and ‘thinking outside the box’ with needless other features created by ‘non-business owners’……

This is exactly what I'm looking for too! An additional item in the "Bill Options" drop-down like "Convert to Credit Note" would be perfect.

I gave up on Hubdoc. It wasted more of my time than I can even say. CONSTANTLY trying to refresh feeds and connections and 2 step verification, which all companies require now, always caused a fail. This seems like such a lazy "solution" to me.

Why on God's green earth would we get yet another programme to do something that Xero already should be able to do.

Hubdoc is an extra step, and another thing to have to maintain. Why not just give us the ability in Xero to change a bill to a credit if it has a negative value? How hard could that be for a forward thinking, on its' game ACCOUNTING SOFTWARE company?

If not directly an email to Credit Note function, then at least add an option to the bill options menu to "Convert to Credit Note". That takes all the already defined detail and the attachment and converts it to a credit note.

It's really a half finished solution without the ability to handle Credit Notes - they're part of the process.