Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Invoice / Bill - Copy to a Credit Note

    94 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

    An error occurred while saving the comment
    Reardon Salisbury commented  · 

    We should be able to turn an invoice into a credit note, when having a minus figure.

    Currently, when raising a multitude of sales invoices, I will copy and paste the previous invoice and change the figure to match my internal report. However, when I come across a minis figure, I will have to manually go through invoices> new credit note and copy all the information from the description over and post the credit, then go back onto invoices>new invoices for another new invoice, and keep fluctuating between the two constantly.

    It would be beneficial if a positive figure on new invoice kept it as a sales invoice, and a minus figure the system could pick this up as a credit note :)

    Reardon Salisbury supported this idea  ·