Thank you so much for your videos. They've been extremely helpful. Straight to the point and yet very thorough. Looking forward to more videos. Maybe on creation and monitoring of bills next? :)
Is there a way to transform a draft bill into a credit note? For example forwarding in a bunch of invoices from my email, one of them is a credit note. In order to do it currently I need to get out of the draft bills section and create it manually.
Sorry for the delay in getting back to you. There's no easy or quick way to turn a draft bill into a credit note. What you're currently doing is probably the best way - I realise this is a pain if you have to do it a lot!! Have you submitted a feature request for this with Xero? productideas.xero.com/
how would i give a customer a dummy credit note as they processed an invoice for the wrong amount which i amended for them and then charged the correct amount. they say its just to balance their books number wise
If I understand this correctly, you want to send your customer a credit but not record this in Xero (because Xero already shows the correct amount?). I would recommend sending your customer the correct invoice so they can cancel the original one and post the new one. (This won’t affect your Xero account in any way). An alternative would be to create a draft credit note in xero and send it to your customer (but it will have a DRAFT watermark on it). You can then delete the draft. A second alternative would be to create a “dummy” credit note in Word (not in Xero) and send that to your customer. But I wouldn’t recommend the second or third options.
![How to Apply a Credit Note to a Bill in Xero [FULL GUIDE]](/img/n.gif)
Thank you so much for your videos. They've been extremely helpful. Straight to the point and yet very thorough. Looking forward to more videos. Maybe on creation and monitoring of bills next? :)
Thanks for the comment and your suggestion. I appreciate your support!!
Is there a way to transform a draft bill into a credit note? For example forwarding in a bunch of invoices from my email, one of them is a credit note. In order to do it currently I need to get out of the draft bills section and create it manually.
Sorry for the delay in getting back to you. There's no easy or quick way to turn a draft bill into a credit note. What you're currently doing is probably the best way - I realise this is a pain if you have to do it a lot!! Have you submitted a feature request for this with Xero? productideas.xero.com/
Hi, is this applicable as well to the sales invoice that has been paid already?
Hi there!
Yes you can apply credit notes to sales invoices that have been part paid.
very good content
Great to hear your feedback. Thank you! 🙏🏻
how would i give a customer a dummy credit note as they processed an invoice for the wrong amount which i amended for them and then charged the correct amount. they say its just to balance their books number wise
If I understand this correctly, you want to send your customer a credit but not record this in Xero (because Xero already shows the correct amount?).
I would recommend sending your customer the correct invoice so they can cancel the original one and post the new one. (This won’t affect your Xero account in any way).
An alternative would be to create a draft credit note in xero and send it to your customer (but it will have a DRAFT watermark on it). You can then delete the draft.
A second alternative would be to create a “dummy” credit note in Word (not in Xero) and send that to your customer.
But I wouldn’t recommend the second or third options.