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  1. 285 votes

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    Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.

    We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.

    As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.

    If there are any changes put in place for this, we'll let you know.

    An error occurred while saving the comment
    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. 33 votes

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    Kris Armstrong supported this idea  ·