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I deliver to 30 local stores, determine what products need to be stocked and take back products as credits. In the app there is no option to apply credits to the invoice and the final total including credits.

I honestly can’t believe this isn’t yet a feature? It’s a pretty basic requirement. Please can this be treated as high priority or people will go elsewhere.

Its possible to do it. https://batchly.io/blog/xero-credit-note-allocation

this would be very helpful

Agree! Being able to create and apply a credit note in the APP seems like a fundamental feature for daily use!
Having to log into the full website for this is a huge hindrance! Come on Xero...!

Why an Accounting App Should Have a Credit Note Feature
A credit note feature is essential in any accounting app because it ensures accuracy, compliance, and efficiency in financial record-keeping. Here are the compelling reasons why this functionality must be included:

1. Legal & Tax Compliance
✅ Mandatory for VAT Accounting – In many jurisdictions (including the UK), a credit note is legally required when a business needs to adjust an issued invoice. Without a proper credit note feature, businesses might struggle to comply with VAT and tax regulations.

✅ Maintains Clear Audit Trails – A credit note allows for transparent financial records, which is crucial during tax inspections and audits. Without it, businesses may be forced to delete or edit invoices incorrectly, risking non-compliance.

2. Prevents Manual Errors & Messy Workarounds
✅ Avoids Direct Invoice Edits – Manually editing an issued invoice to apply a refund or correction distorts financial records and can lead to reporting errors. A credit note properly offsets the original invoice while maintaining the transaction history.

✅ Minimises Accounting Mistakes – If a business has no structured way to apply credit notes, it might enter refunds or discounts incorrectly, causing inconsistent revenue reporting and potential tax miscalculations.

3. Enhances Customer & Supplier Relations
✅ Professionalism & Transparency – Issuing a credit note ensures clear communication with customers or suppliers, showing a structured and official adjustment rather than just altering records.

✅ Improves Dispute Resolution – If a client queries a charge, having the ability to issue a credit note instead of just deleting an invoice shows accountability and makes resolving disputes much easier.

4. Essential for Business Operations
✅ Common Business Scenario – Businesses frequently refund, adjust, or cancel invoices due to errors, returned goods, overpayments, or negotiated price changes. A credit note function allows these adjustments without affecting revenue reporting incorrectly.

✅ Keeps Accounts Receivable & Payable Accurate – Without credit notes, businesses might have to write off amounts manually, which can mess up cash flow tracking and debt management.

5. Supports Financial Reporting & Analysis
✅ Accurate Revenue & Profit Tracking – If an invoice is issued and later adjusted, a credit note ensures proper revenue adjustments without inflating sales figures.

✅ Better Cash Flow Management – If a credit note applies to a refund, the app should properly track how it affects the company’s cash flow, ensuring real-time visibility on finances.

Final Thought: A Credit Note Feature is a Non-Negotiable
For an accounting app to be fully functional, legally compliant, and efficient, a credit note feature is not just useful—it’s essential. Without it, users face compliance risks, accounting errors, and operational inefficiencies, making the app incomplete for serious businesses

Please, please, please make it possible to create credit notes in the app. As a business owner usually out and about, it would be so much easier if I could just create a credit note the same way I do an invoice. As an added bonus, please also make it possible to allocate a credit note to a client invoice in the app too. I hate that I have to log in to the desktop version to create and allocate credit notes. It's a big hindrance to my business and productivity, especially if I get home late!

Being able to create/apply/issue Credit Notes and retrospective discounts directly in the app must be a quick improvement to implement and would make life so much easier.

Adding and viewing credit notes via the mobile app would be so handy, especially in the instance there's a credit note with handwriting all over it that hasn't come via email, or has come via email and been printed then written on or signed off on, etc.

The Mobile App needs to be able to add a Refund or Credit note so that refund receipts can be actioned and scanned in. If we can add in a receipt we need to be able to add in a refund when the item is returned, or have the option to put a negative in the amount field.