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.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us