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  1. Email to Credit Note

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    69 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (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.

    Amie Sauer supported this idea  · 
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    Amie Sauer commented  · 

    I was so disappointed to see the "new Bills experience" just released (May/June 2023) did not include this credit note option. The screen looks fresh, but no value adding change. :(

    I find Xero usually sets the bar on ease of use, but on this front, it astounds me that competitors already have this function, this function has been frequently requested by Xero users, but Xero still does not consider it! Hubdoc is not a suitable workaround. On this front, I'm disappointed Xero. Please include this in upcoming updates.