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  1. Invoices - Allow Credit Notes to be marked as "Sent" after they have been allocated

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    2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Josh, thanks for sharing this suggestion. We understand how Credit Notes not being able to be marked as “Sent” after allocation can create confusion when the document has already been issued.

    Separating the “Sent” status from allocation or edit activity would help keep tracking clearer and more consistent with how the document is used.

    We’ll continue monitoring interest and use cases shared here.

    Maria Valdivia supported this idea  · 
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    Maria Valdivia commented  · 

    We send a high volume of credit notes, and the new system is not allowing us to mark them as sent once they are marked paid and emailed to the contact person.
    This wasn't like this before, and now delays so much of the whole process...
    Having to email paid, then undo the pay to mark it as sent. This is ridiculous for Xero to change this.