Turn a 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 submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
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?