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  1. Email to Credit Note

    284 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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    Tara Lieschke commented  · 

    After watching the updates for the new improvements to Xero for May. It is disappointing that after years, this still isn't been done. I too have had clients move to MYOB for this simple function. That and the inventory. But at least the inventory is improving. Trying to do retail clients with a lot of inventory and credit notes is a nightmare weekly.

    Tara Lieschke supported this idea  ·