Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Email to Credit Note

    284 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    69 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (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.

    An error occurred while saving the comment
    Doug Weir commented  · 

    Would it be possible to enable Xero to process supplier credit notes in the same way as supplier invoices, i.e. use the e-mail a PDF function bur select it as a 'bill credit note' and process it like you have sent Xero a pdf invoice.
    This would save some time.

    Doug Weir supported this idea  ·