Files - Create bill credit notes from files folder
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
Kristy Lee Marie Crooks
shared this idea
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Cary-Ann D'Arcy
commented
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.
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Adam Waite
commented
This would make things much simpler, rather than having to manually add a credit note under the bills section.
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Kristy Lee Marie Crooks
commented
This is just a simple link change that would make things so much more efficient