How to create a credit note from an unpaid sale [xero]

Updated: 28/07/2021
Article #: 12


In Xero Credit Notes can be raised and allocated directly from an Unpaid Invoice.

  1. Go to Contacts > All Contacts
  2. Find the Customer/Supplier Contact
  3. Open the Invoice/Bill you wish to issue a credit against
  4. Click on Invoice Options > Add Credit Note

  5. The Credit Note is created reversing all charges from the original Invoice/Bill


  6. Amend the credit note if you wish to only credit a part of the original Invoice/Bill
  7. For Supplier Credit Notes, click on the paper clip icon  and upload the paperwork issued by the supplier
  8. Click on [Approve]
      > The Credit Note is created and automatically allocated to the original Invoice/Bill






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