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.

NOTE

• Users must have the Finance permission in order to create and process Credit Notes.