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  1. Email to Credit Note

    253 votes

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    52 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. 🙂

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    Janne Nash commented  · 

    I have real issues with the accessibility of Xero's credit note procedures.
    The roundabout way of even accessing a credit note is very backward, when I receive an invoice by email I just send it to Xero which goes into a list of draft bills, but credit notes need to go to files ( which I forget about, because it's not an area I usually need to go) this process really needs some work Xero team!
    But the main reason I am contacting you is, when I process a credit note and the original invoice is assigned to a customer, the balance doesn't change in that customers billable expenses?? so the customer ends up paying the full amount unless you are aware that there is a credit applied to the invoice. So much double handling!!
    Sorry for the rant, but when we are paying for a premium subscription I expect a premium product!

    Janne Nash supported this idea  · 

  2. Contacts - Different default email addresses for different transactions in Xero

    304 votes

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    submitted  ·  133 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Janne Nash commented  · 

    We do most of our work for councils, with multiple contacts that we invoice (20-30 different contacts) I know that I can add their email addresses to contacts using' include in emails' but each time I send an invoice/quote I have to unselect all emails that don't apply to that particular invoice/quote, which is very time consuming.
    I then tried leaving their email addresses in the contact but deselected 'included in email' hoping that if when sending the email, when i start to type the email address required may populate, but this didn't work.
    Surely there is a way around this, similar to any email program, when starting to type in the recipients email it just appears??
    Hopefully this is works in progress for the Xero team??

    Janne Nash supported this idea  ·