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  1. Email to Credit Note

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    46 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. 🙂

    Tim Stone supported this idea  · 
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    Tim Stone commented  · 

    If not directly an email to Credit Note function, then at least add an option to the bill options menu to "Convert to Credit Note". That takes all the already defined detail and the attachment and converts it to a credit note.

    It's really a half finished solution without the ability to handle Credit Notes - they're part of the process.

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