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Important for this feature to be available, I agree

Absolutely should be an option to copy the bill to a credit note. On occasion, a bill can be paid when it should not have been. Or a new bill comes out with differing amounts. We should have an easy option to create a credit from that original bill.

In our hotel business we often get situations when a customer pays for an invoice but later the booking gets cancelled and a refund is applied. If the invoice is already marked as paid, the only way to to create a completely a new credit note and manually copy all the details of the invoice. When the invoice contains a lot of information, this becomes combersome. Having an option to copy the invoice to a credit note would come very handy. Thank you.

This is an absolutely vital feature!
In an ecommerce business, if a customer makes a return for a refund then we need to generate a credit note. It would save so much time to be able to copy across the original sales invoice details as the refund is generally the same amount in reverse, or if not, the line items which are not for refund could be removed.
I can't believe this feature doesn't already exist!

We should be able to turn an invoice into a credit note, when having a minus figure.

Currently, when raising a multitude of sales invoices, I will copy and paste the previous invoice and change the figure to match my internal report. However, when I come across a minis figure, I will have to manually go through invoices> new credit note and copy all the information from the description over and post the credit, then go back onto invoices>new invoices for another new invoice, and keep fluctuating between the two constantly.

It would be beneficial if a positive figure on new invoice kept it as a sales invoice, and a minus figure the system could pick this up as a credit note :)

I issue and receive credit notes and because I am a wholesaler, I receive many bills per month from the same suppliers and send many bills to the same customers. I pay bills in batches and receive payments in batches. Neither my suppliers or customers allocate credit notes to specific invoices on batch statements or remittances. That is an internal thing on both ends. It is not unusual for me to receive or issue a credit note on an invoice that has been previously paid. When I receive a credit, it looks exactly like a bill, except with a credit balance. It REFERENCES the original invoice or in some case multiple invoices. I like the idea of being able to allocate the credits to the invoices in the system, but but would like to be able to show the credit notes in the same list as invoices that I’m paying, but with negative balances. This is much easier for accounts payable and receivable clerks to process. In addition, if I do receive a credit note for the exact amount of a bill before the bill is paid, and I allocate it, both the bill and the CN show to be paid but there is no report to show my supplier. Then I get a late notice for the bill, AND show an outstanding credit with the supplier.

Re: Kelly Munro

That is precisely what I idea is, as you mentioned above, to have the ability to copy the information from paid invoice to a credit note.

Our suppliers or customers (I mean both sales and purchases invoices) are often paid within days of issuing an invoices). On a few occasions goods are returned, no credit notes are issued by suppliers, or customers dispute their invoices, so it will be easier to copy details from paid invoices to credit notes rather than entering all details from scratch. That will save us a much time.

I think the perfect example is mentioned below by Natasha Hamlet:
"Completely agree with this. We have an e-commerce website where the invoice is paid on completion of the order, if we want to produce a credit note because an item is faulty or needs to be changed, this has to be then done from scratch rather than just using the information from the invoice. Its just an extra step that could cause errors that isnt required."

Yes, need this - we have often had instances of supplying a part, sending our customers an invoice which gets paid by their accounts department and then they return the part as it was no longer required, so instead of being able to select the original invoice and create a credit note, which will then be taken up against the next months payment.
If only we could allocate credit notes against payments (in and out) and not just invoices!!!!!!!

Agree that this is an absolute no brainer. I occasionally need to faff around doing this for clients (and it is a faff) and it makes zero sense.

Stop wasting time redesigning reports and making "solutions" for MTD for IT etc and doing something useful like sorting functionality in your core product like this.

It's not currently possible to copy an invoice to a credit note. When I've already generated an invoice with all the inputs the only way I can do this is to write the whole thing out again, which seems dumb (unproductive) to me. Hopefully this will be rectified soon.

agreed - you should be able to copy a bill to a credit note

There are a couple of feature requests relating to making Credit Notes simpler. I've had to make a rather complex procedure relating to this with assistance from my bookkeeper and accountant. This should be made easier within Xero, as per other competing platforms.

Completely agree with this. We have an e-commerce website where the invoice is paid on completion of the order, if we want to produce a credit note because an item is faulty or needs to be changed, this has to be then done from scratch rather than just using the information from the invoice. Its just an extra step that could cause errors that isnt required.

It is still absolutely ridiculous that in Xero you can't create a credit note from a bill or invoice that is paid.