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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. 🙂

    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.