Bill - Copy a paid bill to a Credit Note
Hi,
You can only create credit notes to Invoices or Bills if these aren't marked as paid on Xero, or by creating them as new items from contacts or using upload via Hubdoc.
I think it would be beneficial to allow the creation of credit notes from bills or invoices that are already paid. Very often, there is a requirement for a credit note to be created when the bill/invoice is already paid. Adding the feature to allow creating credit notes based on the information already recorded on paid bills/invoices would save a lot of time in dealing with creating new credit notes.
Wojciech Dobkiewicz
shared this idea
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea for this on the Sales Invoice side that I’d encourage anyone interested in this to vote for.
This is something we’ll continue to consider for Bills longer term but isn’t in the agenda atm. If there’s any updates we’ll share here, and respectively on this idea for Sales invoices. 🙏
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Sarah Jacobs
commented
agreed - you should be able to copy a bill to a credit note
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Dennis Murphy
commented
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.
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Natasha Hamlet
commented
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.
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Sam Gray
commented
It is still absolutely ridiculous that in Xero you can't create a credit note from a bill or invoice that is paid.