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  1. Invoice / Bill - Copy to a Credit Note

    102 votes

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    14 comments  ·  For small businesses » Business features  ·  Admin →
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    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
    Louise Hepworth commented  · 

    This is an absolutely vital feature!
    In an ecommerce business, if a customer makes a return for a refund then we need to generate a credit note. It would save so much time to be able to copy across the original sales invoice details as the refund is generally the same amount in reverse, or if not, the line items which are not for refund could be removed.
    I can't believe this feature doesn't already exist!

    Louise Hepworth supported this idea  ·