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  1. Email to Credit Note

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    69 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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.

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    Stuart Cameron commented  · 

    Hubdoc works but its a work around surely it cant be that difficult to make the system import a credit not like a bill its the same principle except a minus amount.
    We can import credits notes that have been posted from a 3rd party system we use and post bills and credit notes ok to xero so I dont see why Xero cant make it work posting from emails

    Stuart Cameron supported this idea  ·