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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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    Siobhan Martin commented  · 

    We have started using Xero's auto bill which is great. However, when there is a credit note you cannot create this from within the drafts. Instead we are having to download the credit note, create a new bill credit note and attached the download.

    We have had to stop using Hubdoc as we kept finding errors where it was automatically posting things. However, we now find adding credit notes extremely time consuming and frustrating.

    I can't imagine it is a huge addition to make so I would really urge Xero to take a look at this as a priority if you want people to be using everything in house in Xero and not looking at other softwares.

    Siobhan Martin supported this idea  ·