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  1. Email to Credit Note

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    69 comments  ·  Invoices & quotes » Invoicing  ·  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.

    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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