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  1. Email to Credit Note

    285 votes

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    69 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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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

    33 votes

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