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  1. Email to Credit Note

    271 votes

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    65 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 


    Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

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    Kris Armstrong commented  · 

    Hi Xero team,
    Hubdoc is not always the best option for 'normal' day-to-day credit notes. I personally have found Hubdoc clunky and unreliable when uploading documents or pictures so struggle to trust this program.
    A 'simple' conversion to a credit note would take care of a lot of these issues.
    It would be great if we could forward a credit note via email to bills, then click convert to a credit note.
    Alternatively, could you provide a second email address purely for credit notes??

    Kris Armstrong supported this idea  · 

  2. User Role: Invoice Only - Ability to add tick box options for setting up a new invoice only user

    32 votes

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    submitted  ·  7 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Kris Armstrong supported this idea  ·