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  1. Email to Credit Note

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    69 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (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.

    Phil Daley supported this idea  · 
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    Phil Daley commented  · 

    I have just asked for this exact facility and got directed here.
    I dont want to get into hubdoc either
    My suppliers actually email me and I forward on the bills myself to Xero - so the simplest solution would be to have 2 email addresses I can use - one for bills the other for credit notes.

    For now I email credit notes to the other email address in Xero for uploading docs. I then manually create the credit note and attach the doc from the files section. Not the best solution but it works.