Settings and activity
3 results found
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285 votes
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.
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4 votes
Steve Barwick
shared this idea
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2 votesSteve Barwick
shared this idea
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I believe that being able to do credit notes via the bill system is a critical item that needs to be addressed as soon as possible. Having to move it onto your computer and then having to redo as credit note wastes so much time. As mentioned below this needs to be streamlined to make things a lot more efficient.