Invoicing - Send credit notes via Xero to Xero network
Can we send credit notes via the Xero to Xero network in the same way we do for sales invoices please?
Bryony Stocks
shared this idea
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Tiffany Wills
commented
The Xero "mailbox" does not recognise "CREDIT NOTE" sent through from suppliers - and there is no way when saving the "Draft BILL" to switch it to a "credit note" rather than a 'bill'.
Currently, I have to go into the draft bill, delete the attachment, save it to File Library. Then delete the draft bill. Then Go to the Bill page, hit New Credit note, then attach file from File library and then MANUALLY ENTER all the information including the Credit Note number, the amount etc. Surely there could be a button on the "Draft Bill" (which is the default) but then you can switch it from a Draft Bill click a dropdown and make it a Draft credit note instead. -
K Sass
commented
Why wouldn't you have this as an option? Is it too complicated to update?