allow credit notes to be marked as sent after being allocated to an invoice
If a credit note has been applied to an invoice, Xero blocks us from marking the credit note as "sent".
Xero then shows this error message:
"Credit note wasn’t marked as sent.
Editing is not available for credit notes that have invoice allocations or cash refunds applied, so they cannot be marked as sent"
According to support this is the intentional behaviour.
When a credit note has been allocated to an invoice or has a cash refund applied, you can only edit certain fields - specifically the Contact, Credit Note #, Reference, Description, Account and Tracking fields.
However, the "Sent" checkbox is not on this list, and that means that they do not allow the credit note to be marked as "sent" because they consider it an edit!
This is a poor user experience.
It is interesting to note that even when sending the credit note from within Xero, the Xero system itself is also blocked from marking the credit note as sent.
My expectation is that:
1) If I send a credit note from Xero, then the credit note should be automatically marked as sent.
2) If I tick "sent" on the credit note, then the credit note should be marked as sent.
It seems silly to consider this to be an "edit" of the credit note.
Josh Moore
shared this idea
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Paul Dyball
commented
This is really frustrating, and I think this is an issue for every user - but not everyone has the time to report it.