Settings and activity
2 results found
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13 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
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Kelly Cabrera
supported this idea
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An error occurred while saving the comment Kelly Cabrera
commented
I would like to suggest Xero enables users to create a draft credit note from paid invoices. Currently this feature is only available from unpaid invoices. Occasionally I have to refund a client and it would be useful to copy the details from the invoice rather than create the credit from scratch.
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158 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Kelly Cabrera
supported this idea
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I would love to see this feature added. Will make it easier when I have to refund a client for a paid invoice - to be able to just copy the invoice to a draft credit note rather than creating the credit note from scratch. this can be done for an unpaid invoice so it should be a feature for paid invoices also.