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  1. Email to Credit Note

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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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    Scott Prideaux commented  · 

    An option to change an emailed credit note to a credit note rather then xero thinking its an invoice, by having it as a choice in a drop-down menu, is vital to streamlining the process.

    Thank you.

    Scott Prideaux supported this idea  ·