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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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?