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).
Kali Boermans
shared this idea
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
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Oliver Mortimer
commented
Xero has asked me to upvote this, as I've been ******* my head against the wall with the same issue, and with the latest credit note page roll-out it makes it even more painful.
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It's all well and good unreconciling a payment from an invoice so we can raise a credit, without having to type everything out manually, and then reconcile the payment again, IF it's a 1-to-1 payment like PayPal.For Stripe, you receive a single payment for 24+ hours of orders, so reconciling isn't always a quick task.
Take an invoice for example, that has 20+ items on it.
If the customer was to return this order to us, I would have two options a) unreconcile the payment, raise the credit, then go through the pain of reconciling a Stripe payment to many orders again, or 2) manually type out a 20 line invoice...
A credit doesn't automatically mean it cancels out an invoice. Allow us to raise a credit against a paid invoice, so we can then assign a "cash refund" refund for the refund that comes through in the bank reconciliation.
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Nicola Wilson
commented
Would love to have this feature, it should have already been built in, why can we only credit if the bill hasn't been paid. Errors can be found after something is paid.
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Annie Thorne
commented
Yes, this would absolutely be a smart thing to be able to do. Baffles me that we can't already.
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Kelly Cabrera
commented
I would love to see this feature added. Will make it easier when I have to refund a client for a paid invoice - to be able to just copy the invoice to a draft credit note rather than creating the credit note from scratch. this can be done for an unpaid invoice so it should be a feature for paid invoices also.
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Kelly Cabrera
commented
I would like to suggest Xero enables users to create a draft credit note from paid invoices. Currently this feature is only available from unpaid invoices. Occasionally I have to refund a client and it would be useful to copy the details from the invoice rather than create the credit from scratch.
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Jess Hardy
commented
This would be helpful as would avoid applying the credit to a bill that it is not relevant
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Naomi Gibbins
commented
This would be very useful. Have had to follow the steps above more than once to make corrections.