Unable to add credit note to invoice in new system - it doesn't add name
Unable to add credit note to an existing invoice in the new system.
You can choose from the click down box - Create and Apply credit -
- the next screen is the credit note with all the details from the invoice, But .. it doesn't add the name of the company/person to credit note
- when you click on approve it can't save it as there is no name.
- I can't see where you can add the name.
You have to create a new credit note, and manually transfer the details over from the invoice to the new credit note.
Xero why have you changed this?? It is so much longer to add the CN now!!! What is going on??
The classic system, you can
Michelle Morgan
shared this idea
This is unusual, Michelle. Thanks for the screenshots.
While you could try clearing your browsers cache and cookies as a start, I'd recommend touching base with our team of specialists at Xero Support to dig into this. They have tools that we don't have here in community to be able to get better insight and investigate what's going on here.
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Michelle Morgan
commented
My apologies, we have worked out why the name does not appear on the credit note, this client had been archived!
We reinstated the client and was then able to add the credit note, apologies for the confusion. Thanks Michelle
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Michelle Morgan
commented
Many thanks, I will try that. :-)