Sending A Credit Note To Xero
A Credit Note can be raised against a Sales Order or Purchase Order.
- Navigate to the relevant Sales Order or Purchase Order, then click Actions and Generate Credit Note.
- Review the Line Items you wish to credit, remove any that are not relevant.
- Click Save Credit Note, then
- Actions > Send to Xero
- Click on the Credit Note - Xero ID link shown and process the Credit Note in Xero.
- Users must have the Finance permission in order to create and process Credit Notes.