Invoicing - Create a Credit Note from a Paid invoice
We raise an invoice to a client.
They pay it.
Then for some reason, something changes.
We need to raise a credit note against that invoice!
I know I can create a new one from scratch but I want the history with this particular invoice and all the other details that I have already typed into it.
What I DON'T want - is to delete the payment, create the credit note, delete the allocation of the credit to the invoice, then reapply the original payment.
It is not an option within Xero to 'copy to draft' and create a negative invoice (Credit Note).
6
votes
Kali Boermans
shared this idea
-
Jess Hardy
commented
This would be helpful as would avoid applying the credit to a bill that it is not relevant
-
Naomi Gibbins
commented
This would be very useful. Have had to follow the steps above more than once to make corrections.