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Hi Folks, Like those on this stream I wanted this functionality & discovered today that it is now up and running. If you send a credit into the xero files inbox (which will soon be changing to documents under the accounting banner I think) then Xero's data capture now recognises it as a "Credit Note (Bill)". If it doesn't then you can select that from the pull down options in the document block. I did it twice today with credit notes and it worked beautifully. Hope that helps.

This would make things much simpler, rather than having to manually add a credit note under the bills section.

This is just a simple link change that would make things so much more efficient

You should be able to create a Bill Credit note directly from the FILES folder of your profile. This way when you go in to check the Credit note, you can create it straight away, rather than have to go out, in to Bills, and then have to create it from there.
OR when you send an 'invoice'/attachment through to your draft bills, you should be able to change it to be a bill credit note rather than a bill

Hi - the ability to add a credit note from Files would be very helpful, the process is frustrating

If you can log in and save a bill to draft from a Xero link, how come you can't do the same for a credit note? I have several credit notes to enter from another Xero file, all up to 10 lines on each invoice and I have to manually enter them, not import them straight from the link.
It is frustrating that credit notes don't seem to work as seamlessly as bills do.

Would like to see this for adding direct from files to a purchase credit note.

Currently all P/L files get uploaded and then any credits have to be re-downloaded, deleted and added manually via the Bills tab.