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1. Bill - Copy a paid bill to a Credit Note

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   24 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone’s feedback and detail on how important this feature is for your businesses.

   To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.

   We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.

   To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea for this on the Sales Invoice side that I’d encourage anyone interested in this to vote for.

   This is something we’ll continue to consider for Bills longer term but isn’t in the agenda atm. If there’s any updates we’ll share here, and respectively on this idea for Sales invoices. 🙏

   Thanks for everyone’s feedback and detail on how important this feature is for your businesses.

   To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.

   We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.

   To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea… more

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   HumidiFlyer Technologies P/L commented  ·  16 December, 2025  ·  Edit…  ·  delete…

   I thought I was the only one that wanted this and raised it at least 6 years ago. I have an ecommerce business so all my invoices are paid before goods are delivered. Xero keeps making changes that they say are from "Customer feed back". nearly every time I need to run a report you have to do an in-depth bloody search for what was already there. They need to listen to customers and apply the rule "If it ain't broke - don't bloody fix it" I seriously doubt anyone in the management have ever run a small business. They are ******* off customers and their own consultants who promote and run Xero for their clients. I thought MYOB was bad at creating updates - Xero has claimed that prize - well done!

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   HumidiFlyer Technologies P/L supported this idea  ·  23 November, 2022