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  1. Email to Credit Note

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    51 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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    Matthew Thornton commented  · 

    Well I have tried putting our point of view across, will they listen?
    Will they f…..

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    Matthew Thornton commented  · 

    Hubdoc is too buggy and creates more work and causes more issues than the simple email to draft bill feature. My suppliers bother to create credit notes that are similar to their invoices why can't we have this email feature for credit notes? All it needs to do is recognise that it is a negative amount, which the system already does because it brackets the amount when you email them through and tells you that amounts can not be negative.
    What would be helpful would be if someone has a work around to get this draft credit/bill into the existing xero credit process.

    Matthew Thornton supported this idea  ·