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  1. Email to Credit Note

    312 votes

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    69 comments  ·  Invoices & quotes » Invoicing  ·  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.

  2. Documents - Add to new 'Credit Note'

    22 votes

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    submitted  ·  7 comments  ·  Contacts & documents » Documents  ·  Admin →
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    An error occurred while saving the comment
    Kristy Lee Marie Crooks commented  · 

    This is just a simple link change that would make things so much more efficient

    An error occurred while saving the comment
    Kristy Lee Marie Crooks commented  · 

    You should be able to create a Bill Credit note directly from the FILES folder of your profile. This way when you go in to check the Credit note, you can create it straight away, rather than have to go out, in to Bills, and then have to create it from there.
    OR when you send an 'invoice'/attachment through to your draft bills, you should be able to change it to be a bill credit note rather than a bill

    Kristy Lee Marie Crooks supported this idea  ·