Invoicing - Show the credit note numbers that are applied on invoice PDF
Display the Credit Note/s applied to an invoice and payments made by date on a PDF document. Why is it that we can view these in the system but we cannot see this when printing invoices.
It would be so helpful to have this for clients to view exactly what they have paid and exactly what credit notes have been applied to an invoice.
If it is already on the systems for us to see, is it that hard to reflect this on the printed /emailed versions of invoices?
please address this Xero!
Elsa Sosa
shared this idea
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
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Elsa Sosa
commented
To everyone that has voted for this request, as there are so many current request for improving the platform, it might be a good idea to share this idea with all Xero users in your company or your colleagues to support this.
I will be sharing this with my network to see if it is fast tracked.
I keep receiving calls form clients to ask what invoice has their CN been applied to and i I send it from the system they still come back and ask me saying they can't see it has been applied.
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alizea zola
commented
This is a very reasonable and practical request. Displaying applied credit note numbers and payment details on invoice PDFs would improve clarity and transparency for clients. Since the information already exists in the system, adding it to printed or emailed invoices feels like a logical upgrade—much like the KfcMenuPhilippines menu guide, which clearly shows details upfront to avoid confusion and make decisions easier. https://kfcmenuphilippines.com/
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Lillian Primerano
commented
This will avoid customers contacting us constantly asking for details of credits applied to invoices. We apply credits daily as part of our business processes so this will save a lot of time
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Julia Jones
commented
When allocating a credit note to an invoice, show on the invoice at the bottom, near the paid section, the credit note number as part of the payment on the invoice AND show on the credit note the allocated invoice number.
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Rachel Ryalls
commented
It would be great is the credit note number that was applied to an invoice is displayed when sending the invoice to the client. This will allow the client to see what invoice has been used if they have multiple.