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Credit Note Discount

Currently there is no discount field on the credit note form which creates a fundamental flaw in the xero system. If you look at the attached invoice report you will notice that all credit note entries have no amounts in the discount column even though they all have discount. This overstates the discount amount when you calculate the total discounts because there are no discount credit amounts to correct the discount. We recommend adding a discount section to the credit notes form to correct this as the report is incorrect without this.

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Ben Venter shared this idea  ·   ·  Report…  ·  Admin →
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  • kelly zhen commented  ·   ·  Report

    I really need this feature urgently. Right now, I have to either use a calculator or issue a credit note from the original invoice, then go back and remove the credit note so it can be applied to the customer's next invoice instead. This is because not all customers want their credit applied to the original invoice, especially if they’ve paid in advance, and once the transaction is reconciled, I can’t make any edits.

    We also offer discounts when customers reach a certain order volume. If there are missing items, I have to issue a credit note, but the system only allows it at the original price. For clients who received a discount on the original invoice, I’m forced to calculate the correct credit manually, line by line, which is very time-consuming.

    I’m surprised this feature has so few votes, it’s absolutely critical for anyone managing customer credits and discounts efficiently.

  • Ibolya Read commented  ·   ·  Report

    I still share your pain everyone (Ben, Helen)! I can't see why it's so hard to copy an invoice exactly as it was and just make it negative, turn credits into debits...... I can't believe it only has 10 votes and that it is taking this long to attend to this issue. We have exactly the same problem and it has been YEARS please Xero can you fix this!

  • Helen Mallett commented  ·   ·  Report

    Oh my gosh, why is this not a thing! We have wholesale customers who receive a discount, and sometimes items come back. It's critical we refund them the amount they paid not the retail amount. Driving me nuts.

  • Just Clean Protein Inc commented  ·   ·  Report

    Critical to be able to refund/provide credit notes with discount when customer had a standing discount purchase price.

  • Ibolya Read commented  ·   ·  Report

    I agree! Especially when it comes to importing invoices and credits, the availability of discounts on credit notes is essential to reduce manual adjustments. I also very much agree on the total amount of discounts being distorted currently. Please add this to new invoicing, thank you.

  • Janine Carreira commented  ·   ·  Report

    Please we need this feature as soon possible as it affects our reporting.