Credit Note for Repeating Invoices
I recently commented about the new invoicing not showing credit notes available, what I didn't realise that this was only for Repeating Invoices, not standard generated invoices which do infact show the credit available.
Some of our regular clients like to prepay so there are often credits to use. Upon approving a repeating invoice, the classic used to say there was a credit available on that contact, click here to use it. There is no such feature on the new repeating invoicing to indicate there is a credit available you have to go and manually check. As well as not informing you of an available credit, if you look at the new approved (repeating) invoice there is no way apply an existing credit (only to create and apply a new credit), you need to go back and find the oldest credit note and apply it in that direction. Please note this did not happen when I set up a new repeating invoice but of course I can only try that in the first instance as the options are weekly or monthly, and it may code that initial repeating invoice as a standard invoice. So I can only advise this happens with our existing Repeating Invoices at this stage. Classic invoicing could apply credit notes from the repeating invoice or from the credit note.
![](https://secure.gravatar.com/avatar/c49643199da627a2232738436d9e6e31?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
Hi Claire, I've tried replicating your scenario here using both a newly created and an existing repeating template.
In both cases when I open an invoice that has been generated from the template and credit is available I can see an option on the invoice to Apply credit (as shown in my image)
Could you please raise a case on this with our Xero support team on Xero Central. They have tools to be able to look into this deeper and confirm what's going on and why credit is not appearing for application in your invoices.