Bills - Turn a draft bill into a credit note
When a bill is in draft form, it would be good if this could be changed into a credit note without having to delete the bill and re enter this as a credit note. When suppliers email in credit notes, they appear as draft bills so would be great to have the option to convert into a credit note to save time and ease.
As per the support specialist I've spoken to from Xero:
At present, Xero doesn't have a direct function to automatically convert draft bills into draft credit notes. The standard process involves deleting the draft bill and manually creating a new credit note.
Charlotte Hopkinson
shared this idea
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
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Sam Clarkson
commented
I'd suggest that pretty much everyone in business deals with credit notes, yet Xero doesn't! What's needed is a button alongside the "Print PDF" and "Bill options" called "This is a Credit Note". Please do NOT make it buried under the "Bill options" that just makes for unnecessary clicks.
And, while were at it... the "approve" button could have its drop down removed and all three sub-options be bought up to the front to save unnecessary clicks
And...what about statements? Why does Xero have no ability to handle statements? The "This is a credit note" button could have a "This is a statement" button beside it.
(I'd suggest the "Print PDF" button could be moved to the "Bill options" drop down menu. Notsure how often others use that feature, but I only rarely do. -
Freya Pieroz
commented
We create a repeating draft bill for each of our clients for their quarterly BAS (that allows us to attach paperwork and documentation for audit trail purposes). Of course, some quarters, those BAS are refunds. Being able to click on a button and convert to a credit note would make those quarters MUCH easier!
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Helen Kendall
commented
I am surprised there are only 2x votes for this so far!
When suppliers send a credit note directly to Xero, the system fails to identify it as a Credit Note, resulting in it being displayed as a draft bill, which is incorrect.
Is it possible for Xero to recognize it as a Credit Note and subsequently generate a draft Credit Note automatically? or could there be an option to convert the draft bill into a credit note to enhance efficiency and save time?